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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

498 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+14
Holders Change %
+2.89%
% of All Funds
7.94%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
40
Increased
232
Reduced
139
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$54.2M
3
ST
3
Sageworth Trust
Pennsylvania
$39.4M
4
FCAS
4
First Command Advisory Services
Texas
$34.6M
5
APF
5
Alaska Permanent Fund
Alaska
$93.6M

Top Sellers

1
RCG
1
Resource Consulting Group
Florida
$59.5M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
Creative Planning
3
Creative Planning
Kansas
$514M
4
MWM
4
Merriman Wealth Management
Washington
$524K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
201
IHT Wealth Management
Illinois
$1.85M +$400K +7,616 +28%
PO
202
Private Ocean
California
$1.85M +$210 +4 +0%
PA
203
PFG Advisors
Arizona
$1.81M +$166K +3,163 +10%
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$1.78M -$840K -16,001 -32%
CSWM
205
Cassady Schiller Wealth Management
Ohio
$1.72M +$83.5K +1,590 +5%
HWM
206
Hemington Wealth Management
Virginia
$1.7M – – –
SC
207
Schoolcraft Capital
Colorado
$1.7M +$58.3K +1,110 +4%
TIAA Trust, National Association
208
TIAA Trust, National Association
North Carolina
$1.69M +$1.69M +32,212 New
EH
209
Equitable Holdings
New York
$1.68M +$17.1K +325 +1%
FNBSF
210
First National Bank Sioux Falls
South Dakota
$1.68M +$610K +11,615 +57%
JWA
211
JFS Wealth Advisors
Pennsylvania
$1.65M +$52 +1 +0%
CI
212
Cordant Inc
Oregon
$1.62M +$425K +8,093 +36%
LFA
213
Lauterbach Financial Advisors
Texas
$1.62M -$11.5K -219 -0.7%
WP
214
Westmount Partners
California
$1.58M -$17.1K -325 -1%
PCM
215
Passive Capital Management
Maryland
$1.57M – – –
AWS
216
Atria Wealth Solutions
New York
$1.55M +$88.9K +1,693 +6%
EWA
217
EverSource Wealth Advisors
Alabama
$1.52M +$215K +4,095 +16%
HIA
218
HTG Investment Advisors
Connecticut
$1.46M +$63.4K +1,207 +5%
TAM
219
TCP Asset Management
Ohio
$1.46M +$21.8K +416 +2%
RGF
220
Retirement Guys Formula
Ohio
$1.44M -$90K -1,714 -6%
Stifel Financial
221
Stifel Financial
Missouri
$1.43M +$157K +2,997 +12%
RA
222
RFG Advisory
Alabama
$1.42M +$892 +17 +0.1%
DFC
223
DBK Financial Counsel
Ohio
$1.41M +$323K +6,150 +30%
TC
224
TAGStone Capital
North Carolina
$1.39M -$2.31K -44 -0.2%
MG
225
Mather Group
Illinois
$1.39M +$319K +6,070 +30%
7 8
9
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