DFAS icon

Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$69.2M
2
APF
2
Alaska Permanent Fund
Alaska
$169M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$265M
5
EF
5
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$60.7M
2
CCM
2
Carlson Capital Management
Minnesota
$580K
3
HPC
3
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAM
5
Clarity Asset Management
Iowa
$97.7K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$669M 10,725,965 +25,166 +0.2%
IFA
2
Index Fund Advisors
California
$424M 6,795,372 -26,432 -0.4%
Northern Trust
3
Northern Trust
Illinois
$383M 6,147,418 +133,725 +2%
Bank of America
4
Bank of America
North Carolina
$265M 4,246,840 +256,113 +6%
BSW
5
Buckingham Strategic Wealth
Missouri
$170M 2,726,444 +111,901 +4%
APF
6
Alaska Permanent Fund
Alaska
$169M 2,703,619 +331,784 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$149M 2,384,497 +59,288 +3%
TWA
8
TCI Wealth Advisors
Arizona
$135M 2,157,950 +53,063 +3%
FCI
9
Financial Counselors Inc
Kansas
$93M 1,492,598 +40,645 +3%
PL
10
Plancorp LLC
Missouri
$92.2M 1,479,299 -29,634 -2%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$84.7M 1,358,868 -6,283 -0.5%
PFA
12
Pure Financial Advisors
California
$72.8M 1,167,181 +139,923 +14%
HighTower Advisors
13
HighTower Advisors
Illinois
$69.2M 1,110,295 +899,063 +426%
BHWM
14
Beaird Harris Wealth Management
Texas
$63M 1,010,248 +26,129 +3%
ST
15
Sageworth Trust
Pennsylvania
$61.3M 983,906 +16,026 +2%
SC
16
Savant Capital
Illinois
$60.7M 973,028 -391,582 -29%
ATI
17
ARK & TLK Investments
Oklahoma
$60.2M 1,872,511 -93,084 -5%
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$60.1M 964,667 +14,921 +2%
EAM
19
Evanson Asset Management
California
$57.1M 915,697 +23,520 +3%
FCAS
20
First Command Advisory Services
Texas
$56.4M 904,011 +59,692 +7%
MFT
21
Moisand Fitzgerald Tamayo
Florida
$52.4M 840,043 +21,452 +3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$47.3M 758,723 +18,785 +3%
DPW
23
DiNuzzo Private Wealth
Pennsylvania
$45.1M 723,780 +430 +0.1%
MRWM
24
ML&R Wealth Management
Texas
$43.9M 703,655 -48,309 -6%
AP
25
Adero Partners
California
$43M 690,303 +32,739 +5%
1
2 3 4 5