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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

318 hedge funds and large institutions have $2.59B invested in Dimensional US Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 77 reducing their positions, and 53 closing their positions.

Holders
318
Holders Change
-10
Holders Change %
-3.05%
% of All Funds
5.03%
Holding in Top 10
46
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.21%
% of All Funds
0.73%
New
46
Increased
123
Reduced
77
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$400M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$28.1M
3
BFG
3
Bouchey Financial Group
New York
$26M
4
AF
4
Advisornet Financial
Minnesota
$13.8M
5
EWA
5
EP Wealth Advisors
California
$13.3M

Top Sellers

1
MAM
1
McLean Asset Management
Virginia
$0
2
LPL Financial
2
LPL Financial
California
$0
3
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$0
4
PCI
4
Planning Center Inc
Illinois
$0
5
PWM
5
PBMares Wealth Management
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$400M 7,142,717 +551,683 +8%
IFA
2
Index Fund Advisors
California
$387M 6,896,173 +30,160 +0.4%
BSW
3
Buckingham Strategic Wealth
Missouri
$144M 2,573,067 -28,011 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$118M 2,104,390 +63,209 +3%
TWA
5
TCI Wealth Advisors
Arizona
$100M 1,786,609 +32,484 +2%
PL
6
Plancorp LLC
Missouri
$88.1M 1,571,284 +9,056 +0.6%
RCG
7
Resource Consulting Group
Florida
$77.8M 1,388,339 +21,909 +2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$57.8M 1,030,885 -5,422 -0.5%
EAM
9
Evanson Asset Management
California
$39.1M 698,344 +11,041 +2%
MRWM
10
ML&R Wealth Management
Texas
$35.1M 626,987 +7,031 +1%
DFS
11
Dixon Fnancial Services
California
$34.5M 615,034 -2,584 -0.4%
SC
12
Savant Capital
Illinois
$34.4M 613,737 -5,310 -0.9%
BHWM
13
Beaird Harris Wealth Management
Texas
$34.3M 612,538 +73,200 +14%
FG
14
Foster Group
Iowa
$33.3M 594,006 -9,682 -2%
CL
15
Choreo LLC
Illinois
$31.7M 565,214 -1,449 -0.3%
HIG
16
Heritage Investment Group
Florida
$30.7M 547,898 -3,217 -0.6%
MWM
17
Modera Wealth Management
New Jersey
$30.5M 543,178 -12,643 -2%
DHGWA
18
Dixon Hughes Goodman Wealth Advisors
North Carolina
$29.5M 526,988 -8,190 -2%
Comerica Bank
19
Comerica Bank
Texas
$28.2M 501,579 +49,185 +11%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$28.1M 502,128 +491,536 +4,641%
AP
21
Adero Partners
California
$26.9M 479,208 +37,618 +9%
BFG
22
Bouchey Financial Group
New York
$26M 464,501 +289,764 +166%
DY
23
Dowling & Yahnke
California
$24.4M 435,035 -11,254 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$21.8M 388,536 +29,061 +8%
CCM
25
Carlson Capital Management
Minnesota
$20.7M 368,421 -80,537 -18%
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