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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

573 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 256 increasing their positions, 136 reducing their positions, and 21 closing their positions.

Holders
573
Holders Change
+75
Holders Change %
+15.06%
% of All Funds
8.4%
Holding in Top 10
83
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+38.33%
% of All Funds
1.22%
New
104
Increased
256
Reduced
136
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCI
1
Financial Counselors Inc
Kansas
$86.6M
2
ATI
2
ARK & TLK Investments
Oklahoma
$57.9M
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$56.6M
4
Creative Planning
4
Creative Planning
Kansas
$638M
5
Bank of America
5
Bank of America
North Carolina
$238M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$3.13M
2
BFG
2
Bouchey Financial Group
New York
$24.9M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$18.9M
4
SFO
4
Stokes Family Office
Louisiana
$294K
5
FCG
5
Financial Connections Group
California
$3.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$638M 10,700,799 +910,252 +9%
IFA
2
Index Fund Advisors
California
$407M 6,821,804 +63,496 +0.9%
Northern Trust
3
Northern Trust
Illinois
$359M 6,013,693 +400,077 +7%
Bank of America
4
Bank of America
North Carolina
$238M 3,990,727 +795,635 +25%
BSW
5
Buckingham Strategic Wealth
Missouri
$156M 2,614,543 -45,301 -2%
APF
6
Alaska Permanent Fund
Alaska
$141M 2,371,835 +587,889 +33%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$139M 2,325,209 +68,952 +3%
TWA
8
TCI Wealth Advisors
Arizona
$125M 2,104,887 +55,212 +3%
PL
9
Plancorp LLC
Missouri
$90M 1,508,933 +4,033 +0.3%
FCI
10
Financial Counselors Inc
Kansas
$86.6M 1,451,953 +1,366,082 +1,591%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$81.4M 1,365,151 -5,837 -0.4%
SC
12
Savant Capital
Illinois
$81.4M 1,364,610 +233,637 +21%
RCG
13
Resource Consulting Group
Florida
$62.8M 1,053,036 -81,321 -7%
PFA
14
Pure Financial Advisors
California
$61.2M 1,027,258 +160,097 +18%
BHWM
15
Beaird Harris Wealth Management
Texas
$58.7M 984,119 +25,609 +3%
ATI
16
ARK & TLK Investments
Oklahoma
$57.9M 1,965,595 +1,965,595 New
ST
17
Sageworth Trust
Pennsylvania
$57.7M 967,880 +217,083 +29%
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$56.6M 949,746 +949,746 New
EAM
19
Evanson Asset Management
California
$53.2M 892,177 +42,448 +5%
FCAS
20
First Command Advisory Services
Texas
$50.3M 844,319 +185,191 +28%
MFT
21
Moisand Fitzgerald Tamayo
Florida
$48.8M 818,591 +23,032 +3%
MRWM
22
ML&R Wealth Management
Texas
$44.8M 751,964 +28,249 +4%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$44.1M 739,938 +66,860 +10%
DPW
24
DiNuzzo Private Wealth
Pennsylvania
$43.1M 723,350 +723,350 New
AP
25
Adero Partners
California
$39.2M 657,564 +46,512 +8%
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