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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 %
HWA
551
Heartwood Wealth Advisors
Virginia
$345K – – –
MEAC
552
M.E. Allison & Co
Texas
$343K +$343K +5,270 New
AFA
553
American Financial Advisors
Georgia
$343K +$716 +11 +0.2%
ACP
554
Aveo Capital Partners
Colorado
$342K -$52.3K -804 -13%
WCG
555
Weaver Consulting Group
California
$340K +$340K +5,227 New
SAM
556
Summit Asset Management
Tennessee
$340K – – –
SCM
557
Sollinda Capital Management
Florida
$335K +$335K +5,145 New
ATC
558
Argent Trust Co
Tennessee
$334K -$15.4K -237 -4%
TCM
559
Towneley Capital Management
California
$334K -$873K -13,413 -72%
MFG
560
Merit Financial Group
Georgia
$333K -$5.14K -79 -2%
APP
561
Avantax Planning Partners
Iowa
$332K – – –
AAS
562
Ameritas Advisory Services
Nebraska
$332K +$91.1K +1,399 +38%
APC
563
Asset Planning Corporation
Tennessee
$330K – – –
WCP
564
Wick Capital Partners
Pennsylvania
$327K +$327K +5,029 New
MSF
565
Mustard Seed Financial
Arkansas
$327K +$130 +2 +0%
Lido Advisors
566
Lido Advisors
California
$325K +$19.8K +304 +6%
BAAM
567
Baker Avenue Asset Management
California
$325K – – –
DI
568
Disciplined Investments
Oklahoma
$324K -$4.75K -73 -1%
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$323K +$45.8K +703 +17%
MAMG
570
Milestone Asset Management Group
Connecticut
$323K +$323K +4,956 New
LA
571
Lynch & Associates
Indiana
$320K +$24.3K +373 +8%
AFG
572
Atomi Financial Group
New York
$317K +$6.57K +101 +2%
PMIM
573
Prudent Man Investment Management
Colorado
$314K +$314K +4,818 New
MWM
574
Meritas Wealth Management
California
$313K – – –
RWM
575
Rockwood Wealth Management
Pennsylvania
$313K +$195 +3 +0.1%
21 22
23
24 25