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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 %
AIC
126
Allodium Investment Consultants
Minnesota
$10.3M +$10.3M +158,916 New
EW
127
Enzi Wealth
Texas
$10.3M +$130K +1,919 +1%
TFA
128
Trinity Financial Advisors
Ohio
$10.2M +$1.84M +28,259 +22%
WFAG
129
Wescott Financial Advisory Group
Pennsylvania
$9.86M +$184K +2,829 +2%
OCM
130
One Capital Management
California
$9.74M -$399K -6,134 -4%
FFM
131
Forum Financial Management
Illinois
$9.7M +$1.3M +19,934 +15%
BA
132
Bridgewater Advisors
New York
$9.61M -$194K -2,967 -2%
CPA
133
Capital Performance Advisors
California
$9.58M +$188K +2,886 +2%
SWG
134
Summit Wealth Group
Vermont
$9.55M +$372K +5,716 +4%
HIF
135
Hill Island Financial
Michigan
$9.37M +$9.37M +144,015 New
CCM
136
Colorado Capital Management
Colorado
$9.3M +$944K +14,503 +11%
EFP
137
Envision Financial Planning
Tennessee
$9.26M +$48.7K +749 +0.5%
BH
138
Burk Holdings
Oklahoma
$9.16M +$9.16M +140,809 New
GAM
139
Gemmer Asset Management
California
$8.96M -$15.9K -244 -0.2%
BP
140
BWM Planning
Texas
$8.96M -$403K -6,192 -4%
DWM
141
Daner Wealth Management
Georgia
$8.94M +$8.94M +131,685 New
CWA
142
Cascade Wealth Advisors
Washington
$8.94M -$91.4K -1,405 -1%
TCM
143
Tassel Capital Management
North Carolina
$8.88M +$8.88M +136,385 New
MCM
144
MAI Capital Management
Ohio
$8.85M -$360K -5,527 -4%
Osaic Holdings
145
Osaic Holdings
Arizona
$8.68M +$755K +11,599 +10%
Financial Engines Advisors
146
Financial Engines Advisors
California
$8.63M +$4.34M +66,630 +101%
1WM
147
1900 Wealth Management
Texas
$8.53M -$211K -3,248 -2%
SWM
148
Spire Wealth Management
Virginia
$8.48M +$88.1K +1,353 +1%
ACC
149
Acorn Creek Capital
Colorado
$8.33M +$388K +5,957 +5%
DB
150
Dravo Bay
Delaware
$8.3M +$718K +11,025 +9%
4 5
6
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