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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

498 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.

Holders
498
Holders Change
+14
Holders Change %
+2.89%
% of All Funds
7.94%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
40
Increased
232
Reduced
139
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$54.2M
3
ST
3
Sageworth Trust
Pennsylvania
$39.4M
4
FCAS
4
First Command Advisory Services
Texas
$34.6M
5
APF
5
Alaska Permanent Fund
Alaska
$93.6M

Top Sellers

1
RCG
1
Resource Consulting Group
Florida
$59.5M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
Creative Planning
3
Creative Planning
Kansas
$514M
4
MWM
4
Merriman Wealth Management
Washington
$524K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$514M 9,790,547 -102,296 -1%
IFA
2
Index Fund Advisors
California
$355M 6,758,308 -2,148 -0%
Northern Trust
3
Northern Trust
Illinois
$295M 5,613,616 -17,077 -0.3%
Bank of America
4
Bank of America
North Carolina
$168M 3,195,092 +2,133,277 +201%
BSW
5
Buckingham Strategic Wealth
Missouri
$140M 2,659,844 -9,927 -0.4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$118M 2,256,257 -40,174 -2%
TWA
7
TCI Wealth Advisors
Arizona
$108M 2,049,675 +69,355 +4%
APF
8
Alaska Permanent Fund
Alaska
$93.6M 1,783,946 +567,914 +47%
PL
9
Plancorp LLC
Missouri
$79M 1,504,900 -4,467 -0.3%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$72M 1,370,988 +253,711 +23%
RCG
11
Resource Consulting Group
Florida
$59.5M 1,134,357 -256,981 -18%
SC
12
Savant Capital
Illinois
$59.4M 1,130,973 +525,567 +87%
SIS
13
Strategic Investment Solutions
Illinois
$54.2M 983,378 +967,335 +6,030%
BHWM
14
Beaird Harris Wealth Management
Texas
$50.3M 958,510 -2,527 -0.3%
PFA
15
Pure Financial Advisors
California
$45.5M 867,161 +232,349 +37%
EAM
16
Evanson Asset Management
California
$44.6M 849,729 +25,383 +3%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$41.8M 795,559 +3,341 +0.4%
ST
18
Sageworth Trust
Pennsylvania
$39.4M 750,797 +750,797 New
MRWM
19
ML&R Wealth Management
Texas
$38M 723,715 +13,169 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$35.3M 673,078 +22,074 +3%
FCAS
21
First Command Advisory Services
Texas
$34.6M 659,128 +659,128 New
Corient Private Wealth
22
Corient Private Wealth
Florida
$34.1M 650,129 +7,915 +1%
BFG
23
Bouchey Financial Group
New York
$33.4M 637,205 +49,473 +8%
SCM
24
Stordahl Capital Management
Colorado
$33.3M 633,940 +11,297 +2%
AP
25
Adero Partners
California
$32.1M 611,052 +27,863 +5%
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