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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 %
VWM
726
Venturi Wealth Management
Texas
$6.96K – – –
CA
727
CoreCap Advisors
Michigan
$6.44K -$4.69K -72 -42%
AWM
728
Angeles Wealth Management
California
$6.23K – – –
Simplex Trading
729
Simplex Trading
Illinois
$6K +$6K +100 New
Citigroup
730
Citigroup
New York
$3.64K +$3.64K +56 New
VWWMG
731
Vermillion & White Wealth Management Group
Pennsylvania
$3.45K – – –
CWM
732
Cranbrook Wealth Management
Michigan
$3.25K – – –
NWM
733
Nova Wealth Management
Florida
$1.14K +$1.14K +18 New
AIC
734
Archer Investment Corporation
Indiana
$976 – – –
Susquehanna International Group
735
Susquehanna International Group
Pennsylvania
– -$4.23M -65,206 Closed
GS
736
GTS Securities
New York
– -$1.31M -20,138 Closed
MHS
737
M Holdings Securities
Oregon
– -$755K -11,645 Closed
Prudential Financial
738
Prudential Financial
New Jersey
– -$722K -11,135 Closed
SW
739
Simplicity Wealth
New Jersey
– -$684K -10,553 Closed
Jane Street
740
Jane Street
New York
– -$647K -9,969 Closed
D.E. Shaw & Co
741
D.E. Shaw & Co
New York
– -$636K -9,810 Closed
FTUS
742
Flow Traders U.S.
New York
– -$578K -8,905 Closed
PGFC
743
Peapack-Gladstone Financial Corp
New Jersey
– -$509K -7,855 Closed
BCM
744
Basso Capital Management
Connecticut
– -$489K -7,545 Closed
MFS
745
McNamara Financial Services
Massachusetts
– -$292K -4,503 Closed
DAS
746
Diversify Advisory Services
Utah
– -$284K -4,385 Closed
FTDI
747
First Trust Direct Indexing
Massachusetts
– -$261K -4,025 Closed
SIM
748
Stratos Investment Management
Ohio
– -$233K -3,585 Closed
DWA
749
Delap Wealth Advisory
Oregon
– -$200K -3,085 Closed
MG
750
MilWealth Group
Wisconsin
– -$63.7K -981 Closed
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