DFAS icon

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 %
OIA
101
OneDigital Investment Advisors
Kansas
$13.2M +$944K +14,503 +8%
HIP
102
HUB Investment Partners
Texas
$12.9M +$1.23M +18,969 +11%
GHA
103
Granite Harbor Advisors
Texas
$12.9M +$208K +3,190 +2%
FFA
104
Farther Finance Advisors
California
$12.8M -$385K -5,911 -3%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$12.8M +$1.16M +17,754 +10%
MSWM
106
McGlone Suttner Wealth Management
Wisconsin
$12.4M +$3.23M +49,688 +35%
MFG
107
Mendota Financial Group
Wisconsin
$12.4M -$2.04M -31,407 -14%
WF
108
Williams Financial
Vermont
$12.4M +$40.6K +624 +0.3%
LFG
109
Larson Financial Group
Missouri
$12.3M -$982K -15,084 -7%
AA
110
Aire Advisors
California
$12.3M +$418K +6,420 +4%
GCM
111
G2 Capital Management
Ohio
$12M +$118K +1,814 +1%
AF
112
Allworth Financial
California
$11.7M +$1.2M +17,763 +11%
AIS
113
American Investment Services
Massachusetts
$11.3M -$53.6K -823 -0.5%
PIAS
114
PCA Investment Advisory Services
Ohio
$11.2M -$102K -1,562 -0.9%
MWA
115
Monograph Wealth Advisors
California
$11.2M +$213K +3,270 +2%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$11.2M -$765K -11,760 -6%
SWM
117
Sterling Wealth Management
Illinois
$11M +$458K +7,045 +4%
CPA
118
Cardiff Park Advisors
California
$10.9M -$54.3K -834 -0.5%
Stifel Financial
119
Stifel Financial
Missouri
$10.8M +$938K +14,417 +9%
SIG
120
Spinnaker Investment Group
California
$10.8M +$26.4K +406 +0.2%
NWM
121
Navigoe Wealth Management
California
$10.8M +$10.8M +166,322 New
MHB
122
Midwest Heritage Bank
Iowa
$10.7M +$81.7K +1,255 +0.8%
AA
123
Advisory Alpha
Michigan
$10.4M +$503K +7,731 +5%
W
124
WorthPointe
California
$10.4M -$163K -2,500 -2%
BWMG
125
Bannerman Wealth Management Group
Texas
$10.4M +$10.4M +159,254 New
3 4
5
6 7