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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
+$132M
2
EFP
Elser Financial Planning
Indiana
+$46.4M
3
GVAG
Great Valley Advisor Group
Delaware
+$37M
4
Northern Trust
Northern Trust
Illinois
+$33.9M
5
BFG
Bleakley Financial Group
New Jersey
+$29.3M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$32.3M
2
APF
Alaska Permanent Fund
Alaska
-$12M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.23M
4
IFA
Index Fund Advisors
California
-$7.73M
5
FG
Foster Group
Iowa
-$4.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
251
Freedom Investment Management
Connecticut
$3.26M +$20.4K +314 +0.6%
RA
252
RFG Advisory
Alabama
$3.23M +$16.5K +253 +0.5%
PA
253
PFG Advisors
Arizona
$3.19M +$173K +2,655 +6%
KFA
254
Kelleher Financial Advisors
New York
$3.17M +$32.4K +498 +1%
WMG
255
WESCAP Management Group
California
$3.17M +$3.17M +48,650 New
IWM
256
IHT Wealth Management
Illinois
$3.16M -$1.12M -17,242 -26%
WANY
257
Wealthspire Advisors (New York)
New York
$3.1M -$196K -3,017 -6%
PTP
258
Platform Technology Partners
New York
$3.08M +$271K +4,163 +10%
DWM
259
Dopkins Wealth Management
New York
$3.08M +$1.12M +17,209 +57%
SC
260
Schoolcraft Capital
Colorado
$3.03M +$35K +538 +1%
NFP
261
Narus Financial Partners
Utah
$3.02M +$391K +6,011 +15%
FWS
262
FinDec Wealth Services
California
$3M -$388K -5,967 -11%
BCM
263
Blume Capital Management
California
$2.99M +$16.3K +250 +0.5%
SCA
264
Strathmore Capital Advisors
North Carolina
$2.97M +$2.97M +45,669 New
PWM
265
Parkworth Wealth Management
California
$2.96M +$2.96M +45,441 New
VPF
266
Vantage Point Financial
Illinois
$2.88M +$2.88M +44,234 New
RCI
267
RS Crum Inc
California
$2.88M -$16.3K -250 -0.6%
CFO
268
Collective Family Office
Pennsylvania
$2.83M +$356K +5,465 +14%
MAC
269
Mason & Associates (California)
California
$2.83M +$630K +9,673 +29%
BWM
270
Birchcreek Wealth Management
Ohio
$2.82M +$827K +12,712 +41%
HIA
271
HTG Investment Advisors
Connecticut
$2.81M -$10.7K -165 -0.4%
QWM
272
Quadcap Wealth Management
Texas
$2.77M -$2.73K -42 -0.1%
SAM
273
Smartleaf Asset Management
Massachusetts
$2.76M -$71.7K -1,102 -3%
LFGO
274
Legacy Financial Group (Oklahoma)
Oklahoma
$2.76M +$238K +3,653 +9%
WFA
275
Wade Financial Advisory
California
$2.75M – – –
9 10
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