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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

574 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 256 increasing their positions, 136 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+76
Holders Change %
+15.26%
% of All Funds
8.41%
Holding in Top 10
83
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+38.33%
% of All Funds
1.22%
New
105
Increased
256
Reduced
136
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$81.4M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$56.6M
3
Creative Planning
Creative Planning
Kansas
+$54.3M
4
Bank of America
Bank of America
North Carolina
+$47.4M
5
APF
Alaska Permanent Fund
Alaska
+$35M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$55.5M
2
BFG
Bouchey Financial Group
New York
-$13.1M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$7.51M
4
SFO
Stokes Family Office
Louisiana
-$6.68M
5
FCG
Financial Connections Group
California
-$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIA
201
Glass Jacobson Investment Advisors
Maryland
$2.94M +$136K +2,285 +5%
DC
202
Davenport & Co
Virginia
$2.92M +$1.47M +24,623 +101%
SP
203
Symmetry Partners
Connecticut
$2.86M – – –
SHFA
204
SC&H Financial Advisors
Maryland
$2.85M -$158K -2,649 -5%
FNBSF
205
First National Bank Sioux Falls
South Dakota
$2.83M +$920K +15,434 +48%
IF
206
Ironwood Financial
Arizona
$2.78M -$473K -7,937 -15%
AAS
207
Avantax Advisory Services
Texas
$2.77M -$415K -6,953 -13%
SSC
208
Syverson Strege & Co
Iowa
$2.75M -$185K -3,110 -6%
RCI
209
RS Crum Inc
California
$2.71M +$228K +3,825 +9%
BCM
210
Blume Capital Management
California
$2.68M +$894 +15 +0%
BBNB
211
Baker Boyer National Bank
Washington
$2.68M -$189K -3,177 -7%
IAG
212
Investment Advisory Group
Massachusetts
$2.67M +$246K +4,124 +10%
WFA
213
Wade Financial Advisory
California
$2.63M – – –
EWA
214
EverSource Wealth Advisors
Alabama
$2.62M +$895K +15,013 +52%
WA
215
Wealthstream Advisors
New York
$2.56M -$137K -2,299 -5%
IWM
216
IHT Wealth Management
Illinois
$2.56M +$460K +7,708 +22%
CAM
217
CPA Asset Management
Florida
$2.48M +$314K +5,268 +14%
GPWA
218
Great Point Wealth Advisors
Massachusetts
$2.47M -$41.5K -696 -2%
RA
219
RFG Advisory
Alabama
$2.41M +$795K +13,334 +49%
CI
220
Cordant Inc
Oregon
$2.41M +$569K +9,539 +31%
Wells Fargo
221
Wells Fargo
California
$2.41M -$72.9K -1,223 -3%
PA
222
PFG Advisors
Arizona
$2.31M +$260K +4,353 +13%
DFC
223
DBK Financial Counsel
Ohio
$2.31M +$715K +11,985 +45%
FOA
224
Five Oceans Advisors
California
$2.28M -$6.32K -106 -0.3%
UCFA
225
United Capital Financial Advisors
Texas
$2.28M -$3.97M -66,528 -64%
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