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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

650 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 172 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.4%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
172
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$177M
2
PFA
Pure Financial Advisors
California
$154M
3
Bank of America
Bank of America
North Carolina
$319M
4
OIA
OneDigital Investment Advisors
Kansas
$12.2M
5
SC
Savant Capital
Illinois
$66.1M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
$1.26M
2
MHS
M Holdings Securities
Oregon
$755K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.93M
4
SP
Symmetry Partners
Connecticut
$0
5
SL
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFA
201
Efficient Frontier Advisors
Connecticut
$3.82M +$2.4K +37 +0.1%
EWA
202
EverSource Wealth Advisors
Alabama
$3.81M -$462K -7,127 -11%
IPW
203
IronBridge Private Wealth
Texas
$3.8M +$51.5K +794 +1%
TCM
204
TruNorth Capital Management
Michigan
$3.8M +$324 +5 +0%
PF
205
Parker Financial
Washington
$3.77M +$1.25M +19,316 +50%
Envestnet Portfolio Solutions
206
Envestnet Portfolio Solutions
Illinois
$3.76M +$120K +1,855 +3%
SIS
207
Strategic Investment Solutions
Illinois
$3.71M +$278K +4,279 +8%
DADC
208
D.A. Davidson & Co
Montana
$3.71M +$95.2K +1,468 +3%
ACS
209
Archford Capital Strategies
Illinois
$3.66M +$163K +2,488 +5%
MSFS
210
Main Street Financial Solutions
Pennsylvania
$3.64M +$1.19M +18,279 +48%
CAM
211
CPA Asset Management
Florida
$3.59M +$524K +8,077 +17%
CFP
212
Cascade Financial Partners
California
$3.58M – – –
HSG
213
Helen Stephens Group
Texas
$3.55M +$635K +9,785 +22%
HHWM
214
Hiley Hunt Wealth Management
Nebraska
$3.54M +$272K +4,192 +8%
IAG
215
Investment Advisory Group
Massachusetts
$3.5M +$157K +2,417 +5%
WP
216
Wealthspan Partners
Iowa
$3.47M +$306K +4,722 +10%
PWS
217
Physician Wealth Solutions
Nevada
$3.44M – – –
TC
218
TAGStone Capital
North Carolina
$3.43M +$6.23K +96 +0.2%
FWS
219
FinDec Wealth Services
California
$3.38M +$32K +494 +1%
Bank of New York Mellon
220
Bank of New York Mellon
New York
$3.36M -$363K -5,603 -10%
GFA
221
Grunden Financial Advisory
Texas
$3.36M -$584 -9 -0%
SHFA
222
SC&H Financial Advisors
Maryland
$3.35M +$151K +2,334 +5%
DFC
223
DBK Financial Counsel
Ohio
$3.35M +$124K +1,918 +4%
GJIA
224
Glass Jacobson Investment Advisors
Maryland
$3.35M +$46.8K +722 +1%
OHWP
225
Oak Harbor Wealth Partners
North Carolina
$3.34M +$3.34M +51,517 New
7 8
9
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