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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 %
YAL
76
Your Advocates Ltd
Texas
$18.3M +$614K +9,429 +3%
DEM
77
Disciplined Equity Management
Florida
$18.2M -$418K -6,430 -2%
AAP
78
Arax Advisory Partners
Colorado
$17.9M +$134K +2,053 +0.7%
EFP
79
EnRich Financial Partners
Wisconsin
$17.6M +$54.3K +835 +0.3%
I
80
INVST
Indiana
$17.5M +$17.2M +263,545 +5,284%
Morgan Stanley
81
Morgan Stanley
New York
$17.2M +$2.7M +41,418 +19%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$17.1M +$2.85M +43,721 +20%
PFA
83
Pillar Financial Advisors
Kentucky
$16.6M +$16.6M +255,825 New
PS
84
Pinney & Scofield
Massachusetts
$16.6M +$16.6M +254,770 New
FSWA
85
Financial Synergies Wealth Advisors
Texas
$16.3M +$383K +5,883 +2%
DAS
86
Dynamic Advisor Solutions
Arizona
$16.3M +$165K +2,537 +1%
MWM
87
Mission Wealth Management
California
$16.2M +$2.7M +41,476 +20%
AF
88
Advisornet Financial
Minnesota
$16.2M +$1.04M +15,944 +7%
FPCG
89
Forum Private Client Group
Indiana
$16.1M +$529K +8,124 +3%
SMM
90
Stadion Money Management
Georgia
$15.2M +$15.2M +233,259 New
BPA
91
Beacon Pointe Advisors
California
$15.1M -$93.6K -1,438 -0.6%
LFS
92
Lutz Financial Services
Nebraska
$14.9M +$55.6K +854 +0.4%
AIA
93
Armor Investment Advisors
North Carolina
$14.9M +$694K +10,658 +5%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$14.7M +$2.08M +31,889 +16%
WFA
95
West Financial Advisors
Iowa
$14.6M +$89.4K +1,373 +0.6%
TFO
96
Timonier Family Office
North Carolina
$14.6M +$14.6M +223,866 New
PWP
97
Parkwoods Wealth Partners
New York
$14M +$120K +1,847 +0.9%
CA
98
Clune & Associates
Illinois
$13.9M +$13.9M +213,985 New
PWM
99
PBMares Wealth Management
Virginia
$13.6M +$542K +8,330 +4%
EWA
100
EP Wealth Advisors
California
$13.6M -$30.3K -466 -0.2%
2 3
4
5 6