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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.

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
1
Creative Planning
Kansas
$862M
2
EFP
2
Elser Financial Planning
Indiana
$47.7M
3
GVAG
3
Great Valley Advisor Group
Delaware
$43.3M
4
Northern Trust
4
Northern Trust
Illinois
$489M
5
BFG
5
Bleakley Financial Group
New Jersey
$29.7M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$51.8M
2
APF
2
Alaska Permanent Fund
Alaska
$164M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$152M
4
IFA
4
Index Fund Advisors
California
$426M
5
FG
5
Foster Group
Iowa
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
51
Divergent Planning
Maryland
$29.2M +$19M +296,739 +187%
CL
52
Choreo LLC
Illinois
$29M -$214K -3,296 -0.7%
KL
53
KWMG LLC
Kansas
$28M -$395K -6,076 -1%
FG
54
Foster Group
Iowa
$27.4M -$4.98M -76,552 -15%
Comerica Bank
55
Comerica Bank
Texas
$26.1M -$4.81M -73,863 -16%
TWM
56
Tanager Wealth Management
United Kingdom
$25.5M +$1.18M +18,097 +5%
BFG
57
Bouchey Financial Group
New York
$24.6M +$92.1K +1,415 +0.4%
DC
58
Davenport & Co
Virginia
$24.5M +$1.59M +24,494 +7%
Mariner
59
Mariner
Kansas
$24.1M +$2.39M +36,690 +11%
FNT
60
First National Trust
Pennsylvania
$23.8M +$716K +11,000 +3%
THL
61
Tillman Hartley LLC
Colorado
$23.1M -$277K -4,249 -1%
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$22.8M -$431K -6,616 -2%
MSWMA
63
Market Street Wealth Management Advisors
Indiana
$22.5M -$261K -4,008 -1%
HWMT
64
Heritage Wealth Management (Texas)
Texas
$22.3M +$724K +11,126 +3%
DF
65
DecisionPoint Financial
Arizona
$20.7M +$1.21M +18,547 +6%
PFM
66
Phillips Financial Management
Indiana
$20.6M +$6.18M +94,940 +43%
PCI
67
Planning Center Inc
Illinois
$20.2M -$556K -8,539 -3%
EWM
68
Empirical Wealth Management
Washington
$20M +$302K +4,648 +2%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$19.6M +$849K +13,041 +5%
NHT
70
New Hampshire Trust
New Hampshire
$19.4M +$667K +10,247 +4%
JTWM
71
Jackson Thornton Wealth Management
Alabama
$19M -$310K -4,768 -2%
BIG
72
Builder Investment Group
Georgia
$19M -$28.8K -442 -0.2%
HWMG
73
Hurlow Wealth Management Group
Indiana
$18.7M +$976K +14,997 +6%
MAM
74
McLean Asset Management
Virginia
$18.4M -$69.2K -1,063 -0.4%
TFG
75
Tilson Financial Group
New Jersey
$18.4M +$231K +3,545 +1%
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3
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