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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
2
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
4
Jane Street
New York
$13M
5
AAP
5
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
4
Index Fund Advisors
California
$349M
5
CCM
5
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
201
Schoolcraft Capital
Colorado
$1.41M +$236K +4,620 +20%
RGF
202
Retirement Guys Formula
Ohio
$1.38M +$297K +5,810 +27%
TC
203
TAGStone Capital
North Carolina
$1.37M +$4.14K +81 +0.3%
SC
204
Shearwater Capital
Colorado
$1.35M -$437K -8,540 -24%
CFO
205
Collective Family Office
Pennsylvania
$1.34M -$45.4K -888 -3%
EWA
206
EverSource Wealth Advisors
Alabama
$1.27M -$5.17K -101 -0.4%
PWMG
207
Pioneer Wealth Management Group
Texas
$1.2M +$1.2M +23,442 New
SWP
208
Stratos Wealth Partners
Ohio
$1.19M -$15.1K -295 -1%
TAM
209
TCP Asset Management
Ohio
$1.17M +$1.17M +22,941 New
SIAG
210
Safeguard Investment Advisory Group
California
$1.1M -$99K -1,936 -8%
QFA
211
Quantum Financial Advisors
California
$1.07M – – –
Stifel Financial
212
Stifel Financial
Missouri
$1.06M +$295K +5,765 +39%
RLIM
213
Red Lighthouse Investment Management
New York
$1.05M +$1.05M +20,591 New
WW
214
Waterfront Wealth
Kansas
$1.05M +$44.2K +801 +4%
MHS
215
M Holdings Securities
Oregon
$1.05M +$195K +3,812 +23%
RCAG
216
Rehmann Capital Advisory Group
Michigan
$1.04M +$307K +6,009 +42%
Morgan Stanley
217
Morgan Stanley
New York
$1.02M -$90.7K -1,773 -8%
WFA
218
Websterrogers Financial Advisors
South Carolina
$1.02M -$1.07K -21 -0.1%
HIA
219
HTG Investment Advisors
Connecticut
$992K +$992K +19,402 New
AWS
220
Atria Wealth Solutions
New York
$981K +$139K +2,721 +17%
JIC
221
Johnson Investment Counsel
Ohio
$980K – – –
SHWM
222
Silicon Hills Wealth Management
Texas
$969K +$352K +6,875 +57%
LFGO
223
Legacy Financial Group (Oklahoma)
Oklahoma
$950K +$950K +18,570 New
RVPG
224
Relative Value Partners Group
$948K +$948K +18,534 New
MA
225
Mutual Advisors
Nebraska
$947K +$29.7K +581 +3%
7 8
9
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