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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

650 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 172 reducing their positions, and 22 closing their positions.

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.4%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
172
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$177M
2
PFA
2
Pure Financial Advisors
California
$154M
3
Bank of America
3
Bank of America
North Carolina
$319M
4
PWP
4
Parkwoods Wealth Partners
New York
$13.8M
5
OIA
5
OneDigital Investment Advisors
Kansas
$12.2M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$1.26M
2
MHS
2
M Holdings Securities
Oregon
$755K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.93M
4
SP
4
Symmetry Partners
Connecticut
$0
5
SL
5
Systelligence LLC
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$727M 11,211,136 -129,811 -1%
Northern Trust
2
Northern Trust
Illinois
$454M 7,000,301 +30,198 +0.4%
IFA
3
Index Fund Advisors
California
$432M 6,662,341 -57,373 -0.9%
Bank of America
4
Bank of America
North Carolina
$319M 4,913,003 +467,365 +11%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$177M 2,733,406 +2,728,998 +61,910%
APF
6
Alaska Permanent Fund
Alaska
$175M 2,703,619 – –
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$161M 2,475,235 +105,517 +4%
PFA
8
Pure Financial Advisors
California
$154M 2,368,193 +550,116 +30%
TWA
9
TCI Wealth Advisors
Arizona
$153M 2,353,208 +96,006 +4%
FCI
10
Financial Counselors Inc
Kansas
$106M 1,637,968 +73,992 +5%
PL
11
Plancorp LLC
Missouri
$93.6M 1,443,040 -21,732 -1%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$82.8M 1,292,464 -41,760 -3%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$66.3M 1,022,325 +33,626 +3%
SC
14
Savant Capital
Illinois
$66.1M 1,019,080 +177,339 +21%
HighTower Advisors
15
HighTower Advisors
Illinois
$65.9M 1,016,507 -46,156 -4%
EAM
16
Evanson Asset Management
California
$65.3M 1,006,107 +50,936 +5%
FCAS
17
First Command Advisory Services
Texas
$62.7M 966,755 +40,429 +4%
ST
18
Sageworth Trust
Pennsylvania
$61.8M 952,183 -56,987 -6%
MFT
19
Moisand Fitzgerald Tamayo
Florida
$57.5M 886,024 +17,042 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$51.9M 799,723 +45,695 +6%
GWWM
21
Great Waters Wealth Management
Minnesota
$50.1M 773,196 +106,633 +16%
CWS
22
Confluence Wealth Services
Pennsylvania
$48.9M 753,433 +70,049 +10%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$48.8M 753,665 +46,647 +7%
LPL Financial
24
LPL Financial
California
$48.4M 746,694 +117,451 +19%
AP
25
Adero Partners
California
$46.9M 722,632 +8,711 +1%
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