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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

457 hedge funds and large institutions have $5.15B invested in Dimensional US Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 111 reducing their positions, and 13 closing their positions.

Holders
457
Holders Change
+15
Holders Change %
+3.39%
% of All Funds
7.32%
Holding in Top 10
62
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.62%
% of All Funds
0.99%
New
41
Increased
218
Reduced
111
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.63B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$127M
3
AA
3
Aire Advisors
California
$8.02M
4
Northern Trust
4
Northern Trust
Illinois
$301M
5
TWP
5
TFO Wealth Partners
Ohio
$7.11M

Top Sellers

1
Jane Street
1
Jane Street
New York
$657K
2
AAS
2
Avantax Advisory Services
Texas
$2.82M
3
MWM
3
Merriman Wealth Management
Washington
$537K
4
Creative Planning
4
Creative Planning
Kansas
$480M
5
MWM
5
Modera Wealth Management
New Jersey
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$1.63B 139,700 +37,716 +37%
Creative Planning
2
Creative Planning
Kansas
$480M 9,116,439 -136,775 -1%
IFA
3
Index Fund Advisors
California
$357M 6,768,546 -46,806 -0.7%
Northern Trust
4
Northern Trust
Illinois
$301M 5,704,580 +136,499 +2%
BSW
5
Buckingham Strategic Wealth
Missouri
$134M 2,618,390 – –
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$127M 2,403,707 +186,276 +8%
TWA
7
TCI Wealth Advisors
Arizona
$100M 1,905,669 +76,195 +4%
PL
8
Plancorp LLC
Missouri
$80.3M 1,523,054 -36,173 -2%
RCG
9
Resource Consulting Group
Florida
$74.5M 1,413,134 -25,167 -2%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$57.8M 1,096,193 +24,212 +2%
BHWM
11
Beaird Harris Wealth Management
Texas
$49.6M 940,849 +18,953 +2%
Bank of America
12
Bank of America
North Carolina
$43.1M 817,939 +90,180 +12%
EAM
13
Evanson Asset Management
California
$42.8M 811,839 +12,293 +2%
MFT
14
Moisand Fitzgerald Tamayo
Florida
$38.6M 732,677 +101,669 +16%
MRWM
15
ML&R Wealth Management
Texas
$37.1M 704,684 +38,584 +6%
Corient Private Wealth
16
Corient Private Wealth
Florida
$32.9M 623,857 +57,993 +10%
DFS
17
Dixon Fnancial Services
California
$32M 606,314 -4,032 -0.7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$31.8M 604,073 +44,516 +8%
SC
19
Savant Capital
Illinois
$31.8M 603,799 +5,535 +0.9%
SCM
20
Stordahl Capital Management
Colorado
$31.1M 590,059 +15,342 +3%
BFG
21
Bouchey Financial Group
New York
$29.3M 555,136 +11,669 +2%
FG
22
Foster Group
Iowa
$28.7M 545,447 -6,625 -1%
AP
23
Adero Partners
California
$28.7M 544,637 +37,146 +7%
CL
24
Choreo LLC
Illinois
$27.3M 518,474 -24,378 -4%
RRC
25
Relaxing Retirement Coach
Massachusetts
$26.9M 510,800 +24,120 +5%
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