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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 %
SF
301
Strategent Financial
Virginia
$2.26M +$2.26M +34,761 New
MGIA
302
Moneta Group Investment Advisors
Missouri
$2.26M +$1.04M +15,916 +84%
CWP
303
Concord Wealth Partners
Virginia
$2.24M -$57.2K -879 -2%
LW
304
Lauer Wealth
Indiana
$2.21M +$202K +3,103 +10%
SW
305
StrongBox Wealth
Missouri
$2.21M +$370K +5,692 +20%
RCM
306
Riggs Capital Management
Utah
$2.21M +$2.21M +33,907 New
RCA
307
Resonant Capital Advisors
Wisconsin
$2.19M +$62.9K +966 +3%
SWA
308
Stratos Wealth Advisors
Ohio
$2.13M +$223K +3,426 +12%
HPC
309
HM Payson & Co
Maine
$2.08M – – –
RCAG
310
Rehmann Capital Advisory Group
Michigan
$2.06M +$109K +1,671 +6%
FOA
311
Five Oceans Advisors
California
$2.05M -$133K -2,038 -6%
SPI
312
Sutton Place Investors
New York
$2.05M +$41.8K +642 +2%
HWM
313
Hemington Wealth Management
Virginia
$1.92M – – –
EWA
314
Elevate Wealth Advisory
Georgia
$1.9M -$6.31K -97 -0.3%
TIM
315
Tortoise Investment Management
New York
$1.9M +$10.2K +157 +0.5%
WWA
316
WCG Wealth Advisors
Nevada
$1.9M +$241K +3,695 +14%
MG
317
Mather Group
Illinois
$1.89M -$13K -199 -0.7%
IAN
318
Integrated Advisors Network
Texas
$1.87M +$11.1K +171 +0.6%
ALC
319
Alexander Labrunerie & Co
Missouri
$1.87M +$720K +11,058 +62%
JWA
320
JFS Wealth Advisors
Pennsylvania
$1.87M +$130 +2 +0%
WP
321
Westmount Partners
California
$1.86M – – –
RGF
322
Retirement Guys Formula
Ohio
$1.85M -$275K -4,226 -13%
ACS
323
Archford Capital Strategies
Illinois
$1.82M -$1.81M -27,860 -50%
SFP
324
SwitchPoint Financial Planning
Utah
$1.82M +$1.82M +28,004 New
WKWM
325
Walter & Keenan Wealth Management
Indiana
$1.82M +$1.82K +28 +0.1%
11 12
13
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