DFAS icon

Dimensional US Small Cap ETF

216 hedge funds and large institutions have $1.5B invested in Dimensional US Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 215 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
216
Holders Change
+215
Holders Change %
+21,500%
% of All Funds
3.77%
Holding in Top 10
22
Holding in Top 10 Change
+22
Holding in Top 10 Change %
%
% of All Funds
0.38%
New
215
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$335M 5,736,810 +5,736,810 New
BSW
2
Buckingham Strategic Wealth
Missouri
$146M 2,497,525 +2,497,525 New
TWA
3
TCI Wealth Advisors
Arizona
$96.1M 1,645,924 +1,645,924 New
PL
4
Plancorp LLC
Missouri
$92.8M 1,588,625 +1,588,625 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$86.5M 1,481,577 +1,481,577 New
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$60.1M 1,029,284 +1,029,284 New
EAM
7
Evanson Asset Management
California
$39.2M 670,590 +670,590 New
SC
8
Savant Capital
Illinois
$37M 633,378 +633,378 New
FG
9
Foster Group
Iowa
$36.8M 630,561 +630,561 New
CL
10
Choreo LLC
Illinois
$33.6M 575,755 +575,755 New
CCM
11
Carlson Capital Management
Minnesota
$29.1M 497,847 +497,847 New
DY
12
Dowling & Yahnke
California
$28.4M 486,750 +486,750 New
MWM
13
Modera Wealth Management
New Jersey
$24.7M 422,946 +422,946 New
AP
14
Adero Partners
California
$23.7M 406,567 +406,567 New
MAM
15
McLean Asset Management
Virginia
$20.7M 371,780 +371,780 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$16.6M 284,403 +284,403 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$16.1M 276,393 +276,393 New
EWM
18
Empirical Wealth Management
Washington
$15.4M 264,106 +264,106 New
LFS
19
Lutz Financial Services
Nebraska
$13.2M 225,741 +225,741 New
LPL Financial
20
LPL Financial
California
$12.4M 213,021 +213,021 New
EWA
21
EP Wealth Advisors
California
$12.1M 207,516 +207,516 New
MFT
22
Moisand Fitzgerald Tamayo
Florida
$10.3M 176,830 +176,830 New
PFA
23
Pure Financial Advisors
California
$10.2M 174,980 +174,980 New
1WM
24
1900 Wealth Management
Texas
$10.2M 174,387 +174,387 New
BWA
25
Bordeaux Wealth Advisors
California
$8.99M 153,891 +153,891 New