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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$66.6M
2
Creative Planning
2
Creative Planning
Kansas
$542M
3
FNT
3
First National Trust
Pennsylvania
$16.6M
4
Brown Advisory
4
Brown Advisory
Maryland
$14.6M
5
Bank of America
5
Bank of America
North Carolina
$58.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$13.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$126M
3
ACP
3
Aveo Capital Partners
Colorado
$1.39M
4
Northern Trust
4
Northern Trust
Illinois
$309M
5
KCM
5
KM Capital Management
Texas
$1.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$542M 9,892,843 +776,404 +9%
IFA
2
Index Fund Advisors
California
$370M 6,760,456 -8,090 -0.1%
Northern Trust
3
Northern Trust
Illinois
$309M 5,630,693 -73,887 -1%
BSW
4
Buckingham Strategic Wealth
Missouri
$146M 2,669,771 +51,381 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$126M 2,296,431 -107,276 -4%
TWA
6
TCI Wealth Advisors
Arizona
$109M 1,980,320 +74,651 +4%
PL
7
Plancorp LLC
Missouri
$82.7M 1,509,367 -13,687 -0.9%
RCG
8
Resource Consulting Group
Florida
$76.2M 1,391,338 -21,796 -2%
APF
9
Alaska Permanent Fund
Alaska
$66.6M 1,216,032 +1,216,032 New
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$61.2M 1,117,277 +21,084 +2%
Bank of America
11
Bank of America
North Carolina
$58.2M 1,061,815 +243,876 +30%
BHWM
12
Beaird Harris Wealth Management
Texas
$52.7M 961,037 +20,188 +2%
EAM
13
Evanson Asset Management
California
$45.2M 824,346 +12,507 +2%
MFT
14
Moisand Fitzgerald Tamayo
Florida
$43.4M 792,218 +59,541 +8%
MRWM
15
ML&R Wealth Management
Texas
$38.9M 710,546 +5,862 +0.8%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$35.7M 651,004 +46,931 +8%
Corient Private Wealth
17
Corient Private Wealth
Florida
$35.2M 642,214 +18,357 +3%
PFA
18
Pure Financial Advisors
California
$34.8M 634,812 +128,972 +25%
SCM
19
Stordahl Capital Management
Colorado
$34.1M 622,643 +32,584 +6%
SC
20
Savant Capital
Illinois
$33.2M 605,406 +1,607 +0.3%
DFS
21
Dixon Fnancial Services
California
$33.1M 604,920 -1,394 -0.2%
BFG
22
Bouchey Financial Group
New York
$32.2M 587,732 +32,596 +6%
AP
23
Adero Partners
California
$32M 583,189 +38,552 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$31.4M 573,480 +46,978 +9%
FG
25
Foster Group
Iowa
$29.4M 537,408 -8,039 -1%
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