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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
$862M
2
EFP
Elser Financial Planning
Indiana
$47.7M
3
GVAG
Great Valley Advisor Group
Delaware
$43.3M
4
Northern Trust
Northern Trust
Illinois
$489M
5
BFG
Bleakley Financial Group
New Jersey
$29.7M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$51.8M
2
APF
Alaska Permanent Fund
Alaska
$164M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$152M
4
IFA
Index Fund Advisors
California
$426M
5
FG
Foster Group
Iowa
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
601
NorthRock Partners
Minnesota
$258K +$521 +8 +0.2%
PCIA
602
Prime Capital Investment Advisors
Kansas
$257K – – –
BCM
603
BluePointe Capital Management
California
$257K -$11.6K -179 -4%
KIM
604
Kestra Investment Management
Texas
$254K +$254K +3,904 New
GA
605
Goldstein Advisors
Wisconsin
$253K -$11.2K -172 -4%
TWCA
606
Two West Capital Advisors
Kansas
$253K +$65 +1 +0%
UB
607
UMB Bank
Missouri
$249K +$117K +1,802 +89%
XPN
608
XY Planning Network
Montana
$249K +$249K +3,819 New
WGC
609
Watts Gwilliam & Co
Arizona
$242K +$261 +4 +0.1%
GKWIM
610
Gerber Kawasaki Wealth & Investment Management
California
$242K +$651 +10 +0.3%
EIG
611
Ellenbecker Investment Group
Wisconsin
$239K -$44K -676 -16%
ME
612
McIlrath & Eck
Washington
$239K +$651 +10 +0.3%
OWA
613
Oak Wealth Advisors
Illinois
$237K +$237K +3,643 New
SF
614
Safeguard Financial
Wisconsin
$236K +$236K +3,626 New
VCA
615
Verdence Capital Advisors
Maryland
$231K +$260 +4 +0.1%
ICM
616
Intrepid Capital Management
Florida
$230K +$130 +2 +0.1%
PP
617
PDS Planning
Ohio
$229K +$651 +10 +0.3%
NAM
618
NorthCrest Asset Manangement
Minnesota
$229K – – –
RFC
619
Regions Financial Corp
Alabama
$229K – – –
CMBA
620
C.M. Bidwell & Associates
Hawaii
$228K – – –
PIA
621
Perennial Investment Advisors
California
$227K – – –
First Manhattan
622
First Manhattan
New York
$226K – – –
FFA
623
First Foundation Advisors
California
$224K – – –
PIM
624
Penobscot Investment Management
Massachusetts
$224K – – –
BB
625
Busey Bank
Illinois
$223K – – –
23 24
25
26 27