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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

733 hedge funds and large institutions have $7.38B invested in Dimensional US Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 322 increasing their positions, 157 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+83
Holders Change %
+12.77%
% of All Funds
9.76%
Holding in Top 10
107
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+25.88%
% of All Funds
1.42%
New
119
Increased
322
Reduced
157
Closed
22
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$862M
2
EFP
Elser Financial Planning
Indiana
$47.7M
3
GVAG
Great Valley Advisor Group
Delaware
$43.3M
4
Northern Trust
Northern Trust
Illinois
$489M
5
BFG
Bleakley Financial Group
New Jersey
$29.7M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$51.8M
2
APF
Alaska Permanent Fund
Alaska
$164M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$152M
4
IFA
Index Fund Advisors
California
$426M
5
FG
Foster Group
Iowa
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFAM
226
M Financial Asset Management
Oregon
$3.99M -$285K -4,383 -7%
FWM
227
Forza Wealth Management
Florida
$3.95M +$788K +12,103 +25%
FWTB
228
First Western Trust Bank
Colorado
$3.95M +$27.9K +429 +0.7%
EFA
229
Efficient Frontier Advisors
Connecticut
$3.84M +$2.6K +40 +0.1%
WP
230
Wealthspan Partners
Iowa
$3.83M +$352K +5,415 +10%
SIS
231
Strategic Investment Solutions
Illinois
$3.82M +$291K +4,724 +8%
TCM
232
TruNorth Capital Management
Michigan
$3.79M -$25.3K -388 -0.7%
DADC
233
D.A. Davidson & Co
Montana
$3.76M +$44.6K +685 +1%
IPW
234
IronBridge Private Wealth
Texas
$3.71M -$105K -1,615 -3%
HHWM
235
Hiley Hunt Wealth Management
Nebraska
$3.7M +$153K +2,356 +4%
CFP
236
Cascade Financial Partners
California
$3.7M +$106K +1,624 +3%
WB
237
Webster Bank
Connecticut
$3.68M +$3.68M +56,574 New
SHFA
238
SC&H Financial Advisors
Maryland
$3.62M +$250K +3,835 +7%
IAG
239
Investment Advisory Group
Massachusetts
$3.52M +$8.07K +124 +0.2%
DFC
240
DBK Financial Counsel
Ohio
$3.49M +$124K +1,911 +4%
HI
241
Harper Investing
California
$3.48M -$372K -5,722 -10%
Bank of New York Mellon
242
Bank of New York Mellon
New York
$3.44M +$73.7K +1,133 +2%
PWS
243
Physician Wealth Solutions
Nevada
$3.44M – – –
TC
244
TAGStone Capital
North Carolina
$3.43M -$13.5K -207 -0.4%
GFA
245
Grunden Financial Advisory
Texas
$3.38M +$14.6K +224 +0.4%
OHWP
246
Oak Harbor Wealth Partners
North Carolina
$3.35M +$1.24K +19 +0%
BTI
247
Blue Trust Inc
Georgia
$3.33M +$1.35M +20,776 +69%
MWML
248
M Wealth Management LLC
California
$3.29M +$3.29M +50,530 New
GJIA
249
Glass Jacobson Investment Advisors
Maryland
$3.28M -$83.4K -1,281 -2%
SSB
250
Sandy Spring Bank
Maryland
$3.26M +$192K +2,956 +6%
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