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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 %
T
651
Transce3nd
Texas
$159K +$159K +2,384 New
NOI
652
Newton One Investments
Delaware
$150K +$150K +2,305 New
CT
653
Colonial Trust
South Carolina
$146K – – –
IA
654
IFP Advisors
Florida
$142K +$52.1K +800 +58%
TWD
655
True Wealth Design
Ohio
$140K -$3.38K -52 -2%
NCM
656
Northwest Capital Management
Oregon
$140K – – –
PWA
657
Provenance Wealth Advisors
Florida
$139K – – –
SIM
658
Synergy Investment Management
Florida
$133K +$133K +2,050 New
QC
659
Quent Capital
New York
$127K -$9.7K -149 -7%
TFM
660
TFC Financial Management
Massachusetts
$120K – – –
Fifth Third Bancorp
661
Fifth Third Bancorp
Ohio
$116K – – –
CPA
662
Compass Planning Associates
Massachusetts
$114K +$114K +1,747 New
TRCT
663
Tower Research Capital (TRC)
New York
$112K +$112K +1,722 New
AP
664
Aspect Partners
Virginia
$111K – – –
PCMC
665
Private Capital Management (Colorado)
Colorado
$110K -$1.17K -18 -1%
NRWA
666
North Ridge Wealth Advisors
Oregon
$110K +$110K +1,688 New
CA
667
Continuum Advisory
Idaho
$108K – – –
BL
668
BFSG LLC
California
$108K – – –
BCWM
669
Bartlett & Co Wealth Management
Ohio
$107K – – –
FG
670
Fairman Group
Pennsylvania
$101K +$260 +4 +0.3%
CFFP
671
Center for Financial Planning
Michigan
$98.8K – – –
FCT
672
First Community Trust
Iowa
$97.6K – – –
SIM
673
Studio Investment Management
Illinois
$91.9K +$91.9K +1,412 New
CTC
674
Central Trust Company
Missouri
$88K – – –
RI
675
Ridgewood Investments
New Jersey
$87K – – –
25 26
27
28 29