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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$542M
2
FNT
2
First National Trust
Pennsylvania
$16.6M
3
Brown Advisory
3
Brown Advisory
Maryland
$14.6M
4
Bank of America
4
Bank of America
North Carolina
$58.2M
5
FCB
5
First Command Bank
Texas
$11.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$13.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$126M
3
ACP
3
Aveo Capital Partners
Colorado
$1.39M
4
Northern Trust
4
Northern Trust
Illinois
$309M
5
KCM
5
KM Capital Management
Texas
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
201
JFS Wealth Advisors
Pennsylvania
$1.72M +$110 +2 +0%
PA
202
PFG Advisors
Arizona
$1.72M +$495K +9,035 +41%
SC
203
Schoolcraft Capital
Colorado
$1.71M +$159K +2,907 +10%
CSWM
204
Cassady Schiller Wealth Management
Ohio
$1.71M -$80.2K -1,464 -4%
LFA
205
Lauterbach Financial Advisors
Texas
$1.7M -$4.82K -88 -0.3%
WP
206
Westmount Partners
California
$1.67M -$42.3K -772 -2%
PCM
207
Passive Capital Management
Maryland
$1.64M – – –
RGF
208
Retirement Guys Formula
Ohio
$1.6M +$123K +2,239 +8%
MA
209
Montag & Associates
Georgia
$1.58M – – –
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$1.55M +$1.06M +19,322 +217%
MA
211
Mutual Advisors
Nebraska
$1.53M +$391K +7,143 +34%
FI
212
Financial Insights
Washington
$1.53M -$272K -4,968 -15%
AWS
213
Atria Wealth Solutions
New York
$1.52M +$348K +6,351 +30%
IWM
214
IHT Wealth Management
Illinois
$1.51M +$1.13M +20,642 +299%
TAM
215
TCP Asset Management
Ohio
$1.5M +$503K +9,185 +51%
RA
216
RFG Advisory
Alabama
$1.49M +$66.9K +1,221 +5%
HIA
217
HTG Investment Advisors
Connecticut
$1.46M +$299K +5,465 +26%
TC
218
TAGStone Capital
North Carolina
$1.45M -$3.29K -60 -0.2%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$1.43M +$360K +6,566 +34%
SC
220
Shearwater Capital
Colorado
$1.4M – – –
ACP
221
Aveo Capital Partners
Colorado
$1.39M -$4.47M -81,624 -76%
AC
222
AWM Capital
Arizona
$1.36M +$2.3K +42 +0.2%
EWA
223
EverSource Wealth Advisors
Alabama
$1.36M +$5.7K +104 +0.4%
Stifel Financial
224
Stifel Financial
Missouri
$1.32M +$155K +2,833 +13%
SWP
225
Stratos Wealth Partners
Ohio
$1.31M +$32.5K +593 +3%
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9
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