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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 %
AWM
676
AE Wealth Management
Kansas
$83.3K +$83.3K +1,280 New
EBA
677
Eagle Bay Advisors
New York
$82.3K – – –
HR
678
Howe & Rusling
New York
$77K – – –
CFGS
679
Concourse Financial Group Securities
Alabama
$75.4K -$151K -2,232 -67%
HNB
680
Hilltop National Bank
Wyoming
$72.2K – – –
PAM
681
Parvin Asset Management
South Dakota
$71.6K +$71.6K +1,100 New
PGAM
682
Princeton Global Asset Management
New Jersey
$69.6K – – –
BGWM
683
Bridge Generations Wealth Management
Florida
$66K +$66K +1,015 New
GWANC
684
Guardian Wealth Advisors (North Carolina)
North Carolina
$65.1K – – –
FDCP
685
Foster Dykema Cabot & Partners
Massachusetts
$59.7K – – –
DFA
686
DHJJ Financial Advisors
Illinois
$55.6K – – –
HNB
687
Huntington National Bank
Ohio
$54.7K -$54.5K – –
UFAC
688
Urban Financial Advisory Corp
Illinois
$54.6K +$54.6K +839 New
SN
689
Sittner & Nelson
Oregon
$51.3K – – –
MSWA
690
Marshall & Sterling Wealth Advisors
New York
$50.8K +$50.8K +781 New
SRCM
691
Signature Resources Capital Management
California
$50.6K – – –
PCFFS
692
Pacific Center for Financial Services
California
$47.9K – – –
RWM
693
Rialto Wealth Management
New York
$46.7K +$46.7K +717 New
Qube Research & Technologies (QRT)
694
Qube Research & Technologies (QRT)
United Kingdom
$45.1K +$26.3K +404 +140%
FUBT
695
First United Bank & Trust
Maryland
$43.9K – – –
CAS
696
Coppell Advisory Solutions
Texas
$43.5K – – –
RPCA
697
Running Point Capital Advisors
California
$41.2K – – –
PWMG
698
Private Wealth Management Group
New Jersey
$39.4K – – –
1L
699
10Elms LLP
Oklahoma
$35.8K +$35.8K +550 New
CAL
700
Capital Analysts LLC
Pennsylvania
$31K -$81K -1,265 -72%
26 27
28
29 30