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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 %
RLIM
426
Red Lighthouse Investment Management
New York
$815K -$501K -7,700 -38%
DW
427
Dodds Wealth
Colorado
$814K -$68.6K -1,014 -8%
EFG
428
Embree Financial Group
Illinois
$803K +$391K +6,004 +95%
LSA
429
L & S Advisors
California
$792K +$31.5K +484 +4%
SW
430
SVB Wealth
Massachusetts
$785K +$785K +12,056 New
Betterment LLC
431
Betterment LLC
New York
$752K +$57.3K +880 +8%
CQWA
432
Chokshi & Queen Wealth Advisors
California
$748K +$748K +11,488 New
PW
433
Peninsula Wealth
California
$743K +$1.69K +26 +0.2%
CWM
434
Congress Wealth Management
Massachusetts
$739K +$139K +2,133 +23%
ATI
435
ARK & TLK Investments
Oklahoma
$737K +$73.2K +1,124 +11%
GA
436
Greenspring Advisors
Maryland
$728K -$39.8K -611 -5%
SEIA
437
Signature Estate & Investment Advisors
California
$726K +$726K +11,159 New
PWIA
438
Porter White Investment Advisors
Alabama
$723K – – –
PFBT
439
Parkside Financial Bank & Trust
Missouri
$722K +$197K +3,024 +37%
2L
440
25 LLC
Missouri
$721K +$1.37K +21 +0.2%
DT
441
Diversified Trust
Tennessee
$717K +$19.5K +300 +3%
MWA
442
Mills Wealth Advisors
Texas
$713K +$59.4K +913 +9%
CFG
443
Citizens Financial Group
Rhode Island
$697K +$1.95K +30 +0.3%
SFS
444
Sowell Financial Services
Arkansas
$691K +$691K +10,622 New
HB
445
HTLF Bank
Colorado
$689K -$586 -9 -0.1%
SIC
446
SJS Investment Consulting
Ohio
$685K – – –
GCM
447
Graver Capital Management
Ohio
$679K +$679K +10,426 New
AWM
448
Apollon Wealth Management
South Carolina
$676K +$93.4K +1,435 +16%
EFS
449
Essex Financial Services
Connecticut
$673K +$43.1K +662 +7%
MWM
450
Merriman Wealth Management
Washington
$671K -$10.6K -163 -2%
16 17
18
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