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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$69.2M
2
APF
2
Alaska Permanent Fund
Alaska
$169M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$265M
5
EF
5
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$60.7M
2
CCM
2
Carlson Capital Management
Minnesota
$580K
3
HPC
3
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAM
5
Clarity Asset Management
Iowa
$97.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWS
201
FinDec Wealth Services
California
$3.27M -$22.9K -368 -0.7%
Wells Fargo
202
Wells Fargo
California
$3.24M +$729K +11,692 +29%
GFA
203
Grunden Financial Advisory
Texas
$3.23M -$118K -1,890 -4%
IAG
204
Investment Advisory Group
Massachusetts
$3.2M +$407K +6,525 +15%
AAS
205
Avantax Advisory Services
Texas
$3.19M +$294K +4,713 +10%
ACS
206
Archford Capital Strategies
Illinois
$3.17M +$3.17M +50,875 New
GIA
207
Gladstone Institutional Advisory
Florida
$3.17M +$71.2K +1,142 +2%
FIM
208
Freedom Investment Management
Connecticut
$3.15M -$42.9K -688 -1%
EWA
209
EverSource Wealth Advisors
Alabama
$3.14M +$565K +9,645 +22%
AC
210
Apella Capital
Connecticut
$3.06M -$393K -6,411 -11%
GJIA
211
Glass Jacobson Investment Advisors
Maryland
$3.05M -$25K -401 -0.8%
SHFA
212
SC&H Financial Advisors
Maryland
$3.04M +$67.4K +1,081 +2%
CI
213
Cordant Inc
Oregon
$3M +$480K +7,699 +19%
FCG
214
Financial Connections Group
California
$3M -$474K -7,602 -14%
RA
215
RFG Advisory
Alabama
$2.99M +$465K +7,466 +18%
HPC
216
HM Payson & Co
Maine
$2.96M -$13.2M -211,249 -82%
SP
217
Symmetry Partners
Connecticut
$2.96M – – –
CAM
218
CPA Asset Management
Florida
$2.87M +$271K +4,350 +10%
BCM
219
Blume Capital Management
California
$2.85M +$51.4K +825 +2%
RCI
220
RS Crum Inc
California
$2.82M -$12.5K -200 -0.4%
DFC
221
DBK Financial Counsel
Ohio
$2.78M +$363K +5,820 +15%
QWM
222
Quadcap Wealth Management
Texas
$2.76M +$2.41M +38,617 +691%
WFA
223
Wade Financial Advisory
California
$2.75M – – –
HHWM
224
Hiley Hunt Wealth Management
Nebraska
$2.74M +$494K +7,922 +22%
BBNB
225
Baker Boyer National Bank
Washington
$2.73M -$63.8K -1,023 -2%
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9
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