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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 %
BAM
626
Belpointe Asset Management
Nevada
$221K – – –
FCA
627
Fortis Capital Advisors
Kansas
$221K – – –
PHWM
628
Pine Harbor Wealth Management
Maryland
$221K +$130 +2 +0.1%
MM
629
Meridian Management
Arkansas
$219K +$6.57K +101 +3%
SC
630
Sawyer & Company
Massachusetts
$219K – – –
FPW
631
Fairvoy Private Wealth
Alabama
$218K +$218K +3,354 New
BWP
632
BSW Wealth Partners
Colorado
$214K – – –
NPFS
633
Novak & Powell Financial Services
Florida
$213K +$213K +3,277 New
TFP
634
Tilia Fiduciary Partners
North Carolina
$212K +$212K +3,252 New
JPLA
635
Joseph P. Lucia & Associates
New York
$210K +$210K +3,234 New
GT
636
Greenleaf Trust
Michigan
$210K +$210K +3,228 New
KSB
637
Kennebec Savings Bank
Maine
$209K +$25K +387 +14%
IP
638
Isthmus Partners
Wisconsin
$203K +$203K +3,114 New
SVWAG
639
Sound View Wealth Advisors Group
Georgia
$203K – – –
RPGK
640
Retirement Planning Group (Kansas)
Kansas
$202K +$390 +6 +0.2%
WT
641
Whittier Trust
California
$201K -$1.32M -20,206 -87%
OC
642
Oakworth Capital
Alabama
$200K – – –
ACA
643
Aptus Capital Advisors
Alabama
$198K +$110K +1,683 +123%
Franklin Resources
644
Franklin Resources
California
$195K +$586 +9 +0.3%
AssetMark Inc
645
AssetMark Inc
California
$194K – – –
HCM
646
Hollencrest Capital Management
California
$186K – – –
CF
647
Conquis Financial
California
$184K +$184K +2,827 New
SPIA
648
Steward Partners Investment Advisory
New York
$180K +$521 +8 +0.3%
RTL
649
Red Tortoise LLC
Georgia
$175K – – –
CMP
650
Coston McIsaac & Partners
Maine
$166K +$4.3K +66 +3%
24 25
26
27 28