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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 %
WIM
376
Warwick Investment Management
Texas
$1.2M +$2.67K +41 +0.2%
VA
377
Valmark Advisers
Ohio
$1.19M +$43.3K +665 +4%
BFC
378
Bedel Financial Consulting
Indiana
$1.17M +$2.71K +40 +0.2%
LNWWM
379
Laird Norton Wetherby Wealth Management
California
$1.17M -$15.6K -240 -1%
IFWM
380
Institute for Wealth Management
Colorado
$1.15M – – –
W
381
WPWealth
Texas
$1.14M +$650K +9,989 +132%
OW
382
Olistico Wealth
Oklahoma
$1.13M +$65 +1 +0%
SCP
383
Stevens Capital Partners
Nebraska
$1.12M +$48.5K +745 +5%
PFG
384
Prospect Financial Group
Virginia
$1.11M +$1.11M +17,132 New
SCTC
385
Sanibel Captiva Trust Company
Florida
$1.11M +$32.2K +495 +3%
EWA
386
Exencial Wealth Advisors
Oklahoma
$1.11M +$25.4K +390 +2%
Renaissance Technologies
387
Renaissance Technologies
New York
$1.11M +$1.11M +17,000 New
CPA
388
Cathy Pareto & Associates
Florida
$1.11M +$1.11M +16,995 New
NGA
389
Naples Global Advisors
Florida
$1.11M +$11.5K +176 +1%
MA
390
Montag & Associates
Georgia
$1.1M – – –
QCIG
391
Quad-Cities Investment Group
Iowa
$1.09M +$121K +1,856 +12%
Citadel Advisors
392
Citadel Advisors
Florida
$1.09M +$1.09M +16,732 New
EFA
393
Edge Financial Advisors
Illinois
$1.08M +$72.4K +1,112 +7%
VFA
394
Valeo Financial Advisors
Indiana
$1.08M +$5.01K +77 +0.5%
FI
395
Financial Insights
Washington
$1.08M -$67.9K -1,043 -6%
BWG
396
Beta Wealth Group
California
$1.06M +$14.7K +226 +1%
MADFP
397
Michael A Dubis Financial Planning
Wisconsin
$1.04M +$1.04M +16,038 New
PAG
398
Powers Advisory Group
Illinois
$1.03M +$88.8K +1,364 +9%
PFS
399
Prospera Financial Services
Texas
$1M -$5.21K -80 -0.5%
VWM
400
Verus Wealth Management
Wisconsin
$995K +$995K +15,286 New
14 15
16
17 18