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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 %
TCM
701
Tradewinds Capital Management
Washington
$28.6K +$28.6K +440 New
SIC
702
Salem Investment Counselors
North Carolina
$28.4K – – –
FWP
703
FAS Wealth Partners
Kansas
$28.1K – – –
FHA
704
First Horizon Advisors
Tennessee
$27.9K – – –
RMP
705
Richards, Merrill & Peterson
Washington
$26.6K +$26.6K +408 New
GRP
706
Global Retirement Partners
California
$25.5K +$6.58K +101 +35%
OP
707
ORG Partners
Indiana
$25.2K +$25.2K +387 New
PS
708
Principal Securities
Iowa
$25.1K +$16K +246 +177%
GG
709
Gleason Group
Kentucky
$24.2K -$1.89K -29 -7%
ACA
710
American Capital Advisory
Idaho
$22.8K – – –
SFC
711
SYM Financial Corp
Indiana
$16.5K – – –
ACA
712
Atlas Capital Advisors
Wyoming
$16.4K – – –
GWSA
713
Global Wealth Strategies & Associates
Colorado
$16.1K +$16.1K +247 New
EWM
714
Evermay Wealth Management
Virginia
$15.2K – – –
CAM
715
Clarity Asset Management
Iowa
$14.9K +$65 +1 +0.4%
CSB
716
City State Bank
Iowa
$14K – – –
TSMHT
717
Thurston Springer Miller Herd & Titak
Indiana
$13.4K – – –
CFP
718
Comprehensive Financial Planning
Pennsylvania
$12.7K +$12.7K +195 New
TC
719
Truvestments Capital
Florida
$12.1K -$26K -401 -68%
LIS
720
Legacy Investment Solutions
Idaho
$11.1K +$11.1K +166 New
LWMI
721
Legacy Wealth Management (Idaho)
Idaho
$11.1K +$11.1K +166 New
PA
722
Pineridge Advisors
Missouri
$10.6K +$65 +1 +0.6%
HFS
723
HBC Financial Services
Washington
$10K +$10K +162 New
SIS
724
Sound Income Strategies
Florida
$7.68K – – –
OC
725
Oarsman Capital
Wisconsin
$7.61K – – –
27 28
29
30 31