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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 %
CIA
526
Concurrent Investment Advisors
Florida
$398K +$398K +6,121 New
ANB
527
Amarillo National Bank
Texas
$395K – – –
BBHC
528
Brown Brothers Harriman & Co
New York
$388K – – –
GT
529
Glenview Trust
Kentucky
$382K +$382K +5,872 New
AA
530
Ancora Advisors
Ohio
$378K – – –
QCM
531
QRG Capital Management
Illinois
$376K +$145K +2,225 +63%
SRC
532
Sage Rhino Capital
California
$375K -$3.84K -59 -1%
QHA
533
Quarry Hill Advisors
Minnesota
$372K – – –
VCM
534
Versant Capital Management
Arizona
$371K – – –
CIAS
535
Capital Investment Advisory Services
North Carolina
$367K +$7.35K +113 +2%
FF
536
Francis Financial
$367K – – –
CWP
537
Cyndeo Wealth Partners
Florida
$367K +$1.11K +17 +0.3%
HA
538
Hanover Advisors
South Carolina
$366K +$67.9K +1,044 +23%
VWA
539
Valued Wealth Advisors
Utah
$365K +$63.8K +980 +21%
HWM
540
HB Wealth Management
Georgia
$364K – – –
WA
541
Waverly Advisors
Alabama
$364K – – –
CCG
542
Catalina Capital Group
California
$362K +$33.2K +510 +10%
FNBT
543
FineMark National Bank & Trust
Florida
$360K +$52.3K +804 +17%
HH
544
Hilltop Holdings
Texas
$359K +$62.3K +958 +21%
AIS
545
Accredited Investor Services
Minnesota
$358K +$358K +5,502 New
CB
546
Cadence Bank
Mississippi
$357K – – –
AG
547
Ascent Group
Virginia
$356K – – –
MF
548
Montis Financial
Massachusetts
$352K +$12.7K +195 +4%
SIA
549
Sovereign Investment Advisors
Arizona
$347K +$9.11K +140 +3%
CIBC Private Wealth Group
550
CIBC Private Wealth Group
Georgia
$345K -$70.6K -1,081 -17%
20 21
22
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