DFAS icon

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 %
RWM
576
Rockwood Wealth Management
Pennsylvania
$313K +$195 +3 +0.1%
ST
577
Smithfield Trust
Pennsylvania
$312K – – –
BFPW
578
BOK Financial Private Wealth
Colorado
$311K – – –
CA
579
Cornerstone Advisory
Maryland
$310K – – –
AWA
580
Arbor Wealth Advisors
Michigan
$310K – – –
AFA
581
Avant Financial Advisors
Texas
$306K +$306K +4,704 New
SW
582
SteelPeak Wealth
California
$301K – – –
IAA
583
Independent Advisor Alliance
North Carolina
$301K +$301K +4,629 New
SAG
584
SageView Advisory Group
California
$301K +$301K +4,620 New
FRA
585
Frank Rimerman Advisors
California
$298K – – –
M&T Bank
586
M&T Bank
New York
$296K – – –
RWM
587
RKL Wealth Management
Pennsylvania
$290K – – –
SF
588
Synovus Financial
Georgia
$289K +$289K +4,433 New
WSFS
589
Wilmington Savings Fund Society
Delaware
$286K – – –
NW
590
NewEdge Wealth
Pennsylvania
$285K +$285K +4,381 New
GWM
591
Geneos Wealth Management
Colorado
$285K -$50.2K -771 -15%
OSNBOA
592
Old Second National Bank of Aurora
Illinois
$278K +$278K +4,279 New
SWP
593
Summit Wealth Partners
Florida
$278K – – –
TP
594
Tranquility Partners
Tennessee
$277K +$16.7K +256 +6%
WTA
595
Washington Trust Advisors
Massachusetts
$275K +$12.4K +190 +5%
MWM
596
MBE Wealth Management
Wisconsin
$274K +$651 +10 +0.2%
CWA
597
Canvas Wealth Advisors
Kansas
$269K +$269K +4,139 New
FIC
598
Family Investment Center
Missouri
$268K +$65 +1 +0%
GWM
599
GDS Wealth Management
Texas
$267K – – –
SOAG
600
Silver Oak Advisory Group
Oregon
$262K – – –
22 23
24
25 26