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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 %
AQR Capital Management
326
AQR Capital Management
Connecticut
$1.78M +$3.91K +60 +0.2%
GIA
327
Gladstone Institutional Advisory
Florida
$1.77M -$452K -6,950 -20%
SA
328
Sanctuary Advisors
Indiana
$1.76M +$34.8K +512 +2%
AAA
329
AG Asset Advisory
California
$1.72M +$1.72M +26,455 New
USCWA
330
U.S. Capital Wealth Advisors
Texas
$1.72M -$10K -154 -0.6%
HSG
331
Helen Stephens Group
Texas
$1.71M -$1.85M -28,502 -52%
CAM
332
Cresset Asset Management
Illinois
$1.7M -$547K -8,406 -24%
TIAA Trust, National Association
333
TIAA Trust, National Association
North Carolina
$1.66M – – –
MCA
334
Maryland Capital Advisors
Maryland
$1.64M +$132K +2,029 +9%
CTWM
335
Cherry Tree Wealth Management
Minnesota
$1.62M +$14.3K +220 +0.9%
Janney Montgomery Scott
336
Janney Montgomery Scott
Pennsylvania
$1.62M -$45.8K -703 -3%
1WA
337
180 Wealth Advisors
Washington
$1.56M +$510K +7,837 +48%
SC
338
Shearwater Capital
Colorado
$1.56M -$7.42K -114 -0.5%
ASN
339
Advisory Services Network
Georgia
$1.53M +$32.3K +497 +2%
MNBTD
340
Moody National Bank Trust Division
Texas
$1.49M +$1.49M +22,837 New
LFA
341
Lauterbach Financial Advisors
Texas
$1.48M -$19.1K -294 -1%
SWP
342
Stratos Wealth Partners
Ohio
$1.48M +$86.9K +1,335 +6%
FC
343
FCA Corp
Texas
$1.44M +$32.7K +502 +2%
TC
344
TownSquare Capital
Utah
$1.44M +$576K +8,854 +67%
AC
345
AWM Capital
Arizona
$1.43M -$41.7K -640 -3%
BFG
346
Berger Financial Group
Minnesota
$1.43M +$1.04M +15,968 +268%
VWA
347
VSM Wealth Advisory
Maryland
$1.42M +$1.42M +21,827 New
MFC
348
Morris Financial Concepts
South Carolina
$1.41M +$33.4K +513 +2%
ES
349
Eagle Strategies
New York
$1.4M +$48K +737 +4%
CWM
350
Cahill Wealth Management
Michigan
$1.39M +$183K +2,808 +15%
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