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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

733 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, 157 reducing their positions, and 22 closing their positions.

Holders
733
Holders Change
+83
Holders Change %
+12.77%
% of All Funds
9.76%
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
157
Closed
22
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$862M
2
EFP
2
Elser Financial Planning
Indiana
$47.7M
3
GVAG
3
Great Valley Advisor Group
Delaware
$43.3M
4
Northern Trust
4
Northern Trust
Illinois
$489M
5
BFG
5
Bleakley Financial Group
New Jersey
$29.7M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$51.8M
2
APF
2
Alaska Permanent Fund
Alaska
$164M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$152M
4
IFA
4
Index Fund Advisors
California
$426M
5
FG
5
Foster Group
Iowa
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
26
Adero Partners
California
$48.9M +$1.84M +28,329 +4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$48.5M +$3.19M +49,068 +7%
EFP
28
Elser Financial Planning
Indiana
$47.7M +$46.4M +713,608 +3,666%
FPAS
29
Focus Partners Advisor Solutions
Missouri
$46.8M +$7.8M +119,887 +20%
DPW
30
DiNuzzo Private Wealth
Pennsylvania
$45.8M -$1.03M -15,838 -2%
Brown Advisory
31
Brown Advisory
Maryland
$44.2M +$1.88M +28,944 +4%
SCM
32
Stordahl Capital Management
Colorado
$43.8M +$82.3K +1,265 +0.2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$43.8M +$4.56M +70,087 +12%
GVAG
34
Great Valley Advisor Group
Delaware
$43.3M +$37M +568,413 +589%
Corient Private Wealth
35
Corient Private Wealth
Florida
$41.5M +$256K +3,939 +0.6%
BHWM
36
Beaird Harris Wealth Management
Texas
$38.4M -$1.39M -21,351 -3%
DFS
37
Dixon Fnancial Services
California
$37.6M -$409K -6,283 -1%
CPIG
38
Chicago Partners Investment Group
Illinois
$36.9M +$1.73M +26,534 +5%
MWM
39
Modera Wealth Management
New Jersey
$36.6M +$10.6M +163,327 +41%
WMN
40
Wealth Management Nebraska
Nebraska
$36.3M +$36.3M +557,047 New
Truist Financial
41
Truist Financial
North Carolina
$36.1M +$2.09M +32,096 +6%
SWA
42
Sax Wealth Advisors
New Jersey
$35.1M +$329K +5,061 +0.9%
Raymond James Financial
43
Raymond James Financial
Florida
$34.9M +$34.9M +536,502 New
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$32.1M +$8.23M +125,633 +35%
AAM
45
Austin Asset Management
Texas
$31.4M -$1.04M -15,946 -3%
SFA
46
Sequoia Financial Advisors
Ohio
$31.2M -$567K -8,716 -2%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$30.3M +$2.74M +42,061 +10%
HIG
48
Heritage Investment Group
Florida
$30.1M -$527K -8,104 -2%
BFG
49
Bleakley Financial Group
New Jersey
$29.7M +$29.3M +449,701 +7,076%
Cerity Partners
50
Cerity Partners
New York
$29.2M +$2.62M +40,296 +10%
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