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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 %
CRC
351
Curi RMB Capital
Illinois
$1.39M -$167K -2,572 -11%
TIAAOA
352
Teachers Insurance & Annuity Association of America
New York
$1.37M – – –
HI
353
Harbour Investments
Wisconsin
$1.37M -$16.9K -259 -1%
EWP
354
Elevation Wealth Partners
California
$1.36M -$9.05K -139 -0.7%
QFA
355
Quantum Financial Advisors
California
$1.35M – – –
AWM
356
Accredited Wealth Management
Kentucky
$1.35M +$1.35M +20,688 New
SIMC
357
Squire Investment Management Company
Utah
$1.34M +$46.5K +714 +4%
IWC
358
Integrated Wealth Concepts
Massachusetts
$1.34M +$87.8K +1,349 +7%
WAN
359
Wealth Advisors Northwest
Oregon
$1.32M +$1.32M +20,273 New
GLLW
360
Graves Light Lenhart Wealth
Virginia
$1.32M -$9.5K -146 -0.7%
Kovitz Investment Group Partners
361
Kovitz Investment Group Partners
Illinois
$1.3M -$11.8K -181 -0.9%
JWCA
362
J.W. Cole Advisors
Florida
$1.29M -$104K -1,600 -7%
CSWM
363
Cassady Schiller Wealth Management
Ohio
$1.29M -$10.5K -161 -0.8%
JCM
364
Jacobi Capital Management
Pennsylvania
$1.28M +$236K +3,633 +23%
QCM
365
Quantinno Capital Management
New York
$1.28M – – –
UWM
366
USAdvisors Wealth Management
Minnesota
$1.26M +$71.6K +1,100 +6%
MAG
367
Mayfair Advisory Group
Alabama
$1.25M +$205K +3,150 +20%
PB
368
Pinnacle Bancorp
Nebraska
$1.24M +$11.6K +179 +0.9%
JIC
369
Johnson Investment Counsel
Ohio
$1.24M – – –
ADL
370
Asset Dedication LLC
California
$1.24M -$62K -953 -5%
CCA
371
Clarity Capital Advisors
Florida
$1.23M +$3.38K +52 +0.3%
PNC Financial Services Group
372
PNC Financial Services Group
Pennsylvania
$1.23M +$294K +4,514 +32%
SPF
373
South Plains Financial
Texas
$1.22M +$1.22M +18,727 New
PIWA
374
Prevail Innovative Wealth Advisors
Kansas
$1.21M +$260K +3,999 +27%
SWM
375
SpringVest Wealth Management
Texas
$1.21M +$1.21M +18,517 New
13 14
15
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