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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 %
Ameriprise
401
Ameriprise
Minnesota
$985K +$495K +7,603 +101%
STA
402
Summit Trail Advisors
New York
$982K – – –
BCI
403
Brinker Capital Investments
Pennsylvania
$955K +$195 +3 +0%
OPS
404
Orion Portfolio Solutions
Nebraska
$955K +$195 +3 +0%
US Bancorp
405
US Bancorp
Minnesota
$946K +$51.5K +791 +6%
IA
406
IFG Advisory
Georgia
$933K +$52.8K +811 +6%
B
407
BetterWealth
California
$930K +$1.82K +28 +0.2%
KCM
408
KM Capital Management
Texas
$926K -$229K -3,524 -20%
SMC
409
Smith, Moore & Co
Missouri
$926K +$15K +230 +2%
AWP
410
Axis Wealth Partners
Rhode Island
$917K +$917K +14,091 New
BWM
411
BCO Wealth Management
New Mexico
$913K +$913K +14,032 New
JC
412
Jentner Corp
Ohio
$899K -$18.3K -281 -2%
VFP
413
Verus Financial Partners
Virginia
$895K +$2.44K +38 +0.3%
RFP
414
Root Financial Partners
California
$891K -$182K -2,800 -17%
BCA
415
Bay Colony Advisors
Massachusetts
$885K +$44.5K +683 +5%
CB
416
Commerce Bank
Missouri
$879K – – –
WFA
417
Websterrogers Financial Advisors
South Carolina
$859K -$5.21K -80 -0.6%
SIC
418
Samalin Investment Counsel
New York
$857K +$100K +1,541 +13%
CFO
419
Colony Family Offices
North Carolina
$852K +$32.2K +494 +4%
TWP
420
Total Wealth Planning
Ohio
$848K +$848K +13,023 New
WAP
421
Wealthcare Advisory Partners
Pennsylvania
$840K -$103K -1,577 -11%
IA
422
IFG Advisors
Missouri
$840K +$144K +2,212 +21%
CAM
423
Clark Asset Management
New Hampshire
$830K +$63.1K +969 +8%
WRPWM
424
Werba Rubin Papier Wealth Management
California
$829K -$911 -14 -0.1%
CF
425
Centaurus Financial
California
$824K +$18.3K +281 +2%
15 16
17
18 19