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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

358 hedge funds and large institutions have $2.42B invested in Dimensional US Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 26 closing their positions.

Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
6.05%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.79%
New
70
Increased
125
Reduced
88
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$24.8M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
MAM
3
McLean Asset Management
Virginia
$16.9M
4
MSWMA
4
Market Street Wealth Management Advisors
Indiana
$12.6M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
IFA
1
Index Fund Advisors
California
$318M
2
MWA
2
Monograph Wealth Advisors
California
$9.99M
3
CCM
3
Carlson Capital Management
Minnesota
$14.1M
4
AF
4
Advisornet Financial
Minnesota
$8.56M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$366M 7,623,785 +481,068 +7%
IFA
2
Index Fund Advisors
California
$318M 6,620,079 -276,094 -4%
BSW
3
Buckingham Strategic Wealth
Missouri
$127M 2,638,773 +65,706 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$103M 2,139,235 +34,845 +2%
TWA
5
TCI Wealth Advisors
Arizona
$83.7M 1,743,631 -42,978 -2%
PL
6
Plancorp LLC
Missouri
$73.8M 1,536,743 -34,541 -2%
RCG
7
Resource Consulting Group
Florida
$68.4M 1,425,644 +37,305 +3%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$49.4M 1,029,612 -1,273 -0.1%
BHWM
9
Beaird Harris Wealth Management
Texas
$40.4M 841,272 +228,734 +37%
EAM
10
Evanson Asset Management
California
$35.4M 738,109 +39,765 +6%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$29.6M 617,430 +115,302 +23%
DFS
12
Dixon Fnancial Services
California
$29.4M 612,886 -2,148 -0.3%
SC
13
Savant Capital
Illinois
$29.1M 605,637 -8,100 -1%
FG
14
Foster Group
Iowa
$28.3M 590,333 -3,673 -0.6%
MRWM
15
ML&R Wealth Management
Texas
$27.7M 577,943 -49,044 -8%
Comerica Bank
16
Comerica Bank
Texas
$27.7M 552,157 +50,578 +10%
CL
17
Choreo LLC
Illinois
$26.8M 557,990 -7,224 -1%
HIG
18
Heritage Investment Group
Florida
$25.9M 539,475 -8,423 -2%
MWM
19
Modera Wealth Management
New Jersey
$25.5M 531,800 -11,378 -2%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$24.8M 515,828 +515,828 New
BFG
21
Bouchey Financial Group
New York
$23.4M 487,661 +23,160 +5%
AP
22
Adero Partners
California
$22.6M 469,341 -9,867 -2%
DY
23
Dowling & Yahnke
California
$20.2M 420,386 -14,649 -3%
SCM
24
Stordahl Capital Management
Colorado
$20.1M 418,570 +114,610 +38%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$20M 416,187 +27,651 +7%
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