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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.

New
Increased
Maintained
Reduced
Closed
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
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 %
SEA
501
Stegent Equity Advisors
Texas
$445K – – –
MW
502
Marcum Wealth
Ohio
$442K +$1.24K +19 +0.3%
LGWM
503
Litman Gregory Wealth Management
California
$441K – – –
PTC
504
Private Trust Company
Ohio
$437K -$1.37K -21 -0.3%
PA
505
Parallel Advisors
California
$436K +$35.6K +547 +9%
CCM
506
Coldstream Capital Management
Washington
$435K +$177K +2,723 +69%
Empower Advisory Group
507
Empower Advisory Group
Colorado
$434K +$27K +415 +7%
MWC
508
MBM Wealth Consultants
Missouri
$433K – – –
RSWM
509
Robertson Stephens Wealth Management
California
$432K +$24.9K +383 +6%
MAS
510
MPWM Advisory Solutions
Georgia
$432K +$432K +6,634 New
FA
511
Flagstar Advisors
New York
$431K +$85.5K +1,314 +25%
BJL
512
Brighton Jones LLC
Washington
$430K -$390 -6 -0.1%
SIAG
513
Safeguard Investment Advisory Group
California
$429K -$43.9K -674 -9%
BFA
514
Bill Few Associates
Pennsylvania
$428K – – –
SCA
515
Snowden Capital Advisors
New York
$424K +$1.11K +17 +0.3%
CSI
516
Cross Staff Investments
New York
$423K – – –
AWP
517
Accretive Wealth Partners
New Jersey
$419K – – –
KF
518
K2 Financial
California
$418K +$418K +6,471 New
WT
519
Washington Trust
Rhode Island
$417K – – –
DPI
520
Diversified Portfolios Inc
Michigan
$413K -$1.95K -30 -0.5%
AW
521
Atlas Wealth
Ohio
$406K – – –
FS
522
Financial Symmetry
North Carolina
$406K – – –
SWMG
523
Signature Wealth Management Group
Georgia
$406K +$189K +2,905 +87%
MFWP
524
Mosaic Family Wealth Partners
Missouri
$405K – – –
VWA
525
Visionary Wealth Advisors
Illinois
$399K +$195 +3 +0%
19 20
21
22 23