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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 %
BRWA
476
B. Riley Wealth Advisors
Florida
$567K +$3.19K +49 +0.6%
EGWAG
477
Elwood & Goetz Wealth Advisory Group
Georgia
$551K – – –
GB
478
Goepper Burkhardt
South Carolina
$544K +$338K +5,188 +163%
SA
479
Sincerus Advisory
New York
$534K +$534K +8,210 New
GTAM
480
Global Trust Asset Management
Florida
$529K -$11.6K -179 -2%
GWP
481
Gateway Wealth Partners
Wisconsin
$529K -$22.4K -344 -4%
AFGAS
482
Allegiance Financial Group Advisory Services
Virginia
$524K +$521 +8 +0.1%
PP
483
PrairieView Partners
Minnesota
$522K – – –
P
484
&Partners
Tennessee
$520K +$520K +7,921 New
JIC
485
Joel Isaacson & Co
New York
$518K +$3.78K +58 +0.7%
CMAI
486
Capital Management Associates Inc
Minnesota
$518K – – –
BAWC
487
Boyce & Associates Wealth Consulting
Texas
$518K -$5.92K -91 -1%
SAM
488
S.A. Mason
Michigan
$505K +$4.23K +65 +0.8%
HWM
489
HFG Wealth Management
Texas
$504K -$119K -1,827 -19%
AWA
490
Acorn Wealth Advisors
Michigan
$503K +$40.2K +618 +9%
WWA
491
Wingate Wealth Advisors
Massachusetts
$493K +$493K +7,573 New
NRI
492
NFP Retirement Inc
California
$487K +$60.7K +932 +14%
OC
493
Oppenheimer & Co
New York
$481K – – –
CCM
494
Carlson Capital Management
Minnesota
$480K -$12.9K -198 -3%
CFS
495
CRA Financial Services
New Jersey
$480K – – –
WCM
496
Wealthcare Capital Management
Virginia
$466K – – –
SWM
497
Sanctuary Wealth Management
Idaho
$464K -$4.95K -76 -1%
WWM
498
Western Wealth Management
Colorado
$463K -$2.67K -41 -0.6%
SSW
499
Stone Summit Wealth
Florida
$463K +$24.1K +370 +5%
FPCP
500
Fort Point Capital Partners
California
$456K – – –
18 19
20
21 22