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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
2
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
4
Jane Street
New York
$13M
5
AAP
5
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
4
Index Fund Advisors
California
$349M
5
CCM
5
Carlson Capital Management
Minnesota
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$473M 9,253,214 +817,727 +10%
IFA
2
Index Fund Advisors
California
$349M 6,815,352 -63,383 -0.9%
Northern Trust
3
Northern Trust
Illinois
$285M 5,568,081 +126,372 +2%
APF
4
Alaska Permanent Fund
Alaska
$137M 2,685,975 +2,685,975 New
BSW
5
Buckingham Strategic Wealth
Missouri
$134M 2,618,390 -26,112 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$113M 2,217,431 +108,117 +5%
TWA
7
TCI Wealth Advisors
Arizona
$93.6M 1,829,474 +67,358 +4%
PL
8
Plancorp LLC
Missouri
$79.8M 1,559,227 -3,508 -0.2%
RCG
9
Resource Consulting Group
Florida
$73.6M 1,438,301 +14,024 +1%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$54.8M 1,071,981 +30,690 +3%
BHWM
11
Beaird Harris Wealth Management
Texas
$47.2M 921,896 +33,234 +4%
EAM
12
Evanson Asset Management
California
$40.9M 799,546 +67,257 +9%
Bank of America
13
Bank of America
North Carolina
$37.2M 727,759 +219,753 +43%
MRWM
14
ML&R Wealth Management
Texas
$34.1M 666,100 +51,258 +8%
MFT
15
Moisand Fitzgerald Tamayo
Florida
$32.3M 631,008 +224,469 +55%
DFS
16
Dixon Fnancial Services
California
$31.2M 610,346 -131 -0%
SC
17
Savant Capital
Illinois
$30.6M 598,264 +1,875 +0.3%
Comerica Bank
18
Comerica Bank
Texas
$30M 549,963 +21,385 +4%
SCM
19
Stordahl Capital Management
Colorado
$29.4M 574,717 +21,832 +4%
Corient Private Wealth
20
Corient Private Wealth
Florida
$28.9M 565,864 +565,864 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$28.6M 559,557 -158,090 -22%
FG
22
Foster Group
Iowa
$28.2M 552,072 -20,342 -4%
BFG
23
Bouchey Financial Group
New York
$27.8M 543,467 +36,174 +7%
CL
24
Choreo LLC
Illinois
$27.8M 542,852 -5,279 -1%
HIG
25
Heritage Investment Group
Florida
$26.4M 516,602 -17,975 -3%
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