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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

734 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, 158 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+83
Holders Change %
+12.75%
% of All Funds
9.77%
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
158
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 %
WFA
276
Wade Financial Advisory
California
$2.75M – – –
TAM
277
TCP Asset Management
Ohio
$2.75M +$73K +1,121 +3%
FCG
278
Financial Connections Group
California
$2.73M -$42.8K -658 -2%
EH
279
Equitable Holdings
New York
$2.73M +$61.5K +945 +2%
SSC
280
Syverson Strege & Co
Iowa
$2.71M +$6.25K +96 +0.2%
LI
281
LVZ Inc
Michigan
$2.71M +$337K +5,177 +14%
PFA
282
Pettinga Financial Advisors
Indiana
$2.68M +$720K +11,066 +37%
WA
283
Wealthstream Advisors
New York
$2.61M -$7.16K -110 -0.3%
Jones Financial Companies
284
Jones Financial Companies
Missouri
$2.56M +$594K +9,129 +30%
GPWA
285
Great Point Wealth Advisors
Massachusetts
$2.55M -$44.5K -684 -2%
BA
286
BCM Advisors
Louisiana
$2.55M +$51.9K +767 +2%
FIA
287
Foundations Investment Advisors
Arizona
$2.55M +$373K +5,735 +17%
AWM
288
Ariadne Wealth Management
California
$2.54M +$485K +7,245 +24%
CWMA
289
Capstone Wealth Management (Alabama)
Alabama
$2.47M +$2.47M +37,941 New
MWP
290
Meridian Wealth Partners
Pennsylvania
$2.4M +$184K +2,829 +8%
PAM
291
Pacific Asset Management
Washington
$2.4M +$2.4M +36,809 New
CA
292
Clearstead Advisors
Ohio
$2.34M -$92.4K -1,420 -4%
AWE
293
Avidian Wealth Enterprises
Texas
$2.33M +$10.7K +165 +0.5%
BBNB
294
Baker Boyer National Bank
Washington
$2.33M -$223K -3,432 -9%
WCWM
295
Willow Creek Wealth Management
California
$2.32M -$17.4K -268 -0.7%
KWM
296
Kingsview Wealth Management
Oregon
$2.32M +$286K +4,391 +14%
CWS
297
Cypress Wealth Services
California
$2.3M -$11.1K -170 -0.5%
TWA
298
Trace Wealth Advisors
California
$2.3M +$2.3M +35,314 New
UCFA
299
United Capital Financial Advisors
Texas
$2.29M +$6.51K +100 +0.3%
IF
300
Ironwood Financial
Arizona
$2.27M – – –
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