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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 %
YWM
151
Yardley Wealth Management
Pennsylvania
$8.24M +$1.37M +21,036 +20%
FCA
152
FLC Capital Advisors
California
$8.15M +$325K +4,990 +4%
AI
153
Atria Investments
North Carolina
$8.14M +$7.46M +114,691 +1,106%
RWM
154
Ruedi Wealth Management
Illinois
$8.11M +$513K +7,886 +7%
KAM
155
KEB Asset Management
Illinois
$8M -$88.8K -1,364 -1%
TWP
156
TFO Wealth Partners
Ohio
$7.98M -$15.8K -243 -0.2%
WTFG
157
Wood Tarver Financial Group
Idaho
$7.72M +$7.72M +118,601 New
Wells Fargo
158
Wells Fargo
California
$7.64M +$2.29M +35,140 +43%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$7.64M -$1.99M -30,514 -21%
CPCP
160
Cedar Point Capital Partners
Iowa
$7.53M -$187K -2,868 -2%
AWM
161
Aegis Wealth Management
Maryland
$7.53M +$7.53M +115,674 New
CWM
162
CarsonAllaria Wealth Management
Illinois
$7.52M +$144K +2,217 +2%
AFA
163
Alpha Financial Advisors
North Carolina
$7.49M -$272K -4,183 -4%
PSP
164
Pacific Sage Partners
Washington
$7.48M +$229K +3,519 +3%
RA
165
Ruggaard & Associates
Ohio
$7.43M +$346K +5,310 +5%
AL
166
Aspiriant LLC
California
$7.4M -$30.6K -470 -0.4%
NA
167
NewEdge Advisors
Louisiana
$7.39M -$816K -12,535 -10%
FNBSF
168
First National Bank Sioux Falls
South Dakota
$7.35M +$513K +7,877 +7%
BCA
169
Ballentine Capital Advisors
South Carolina
$7.33M -$16.3K -251 -0.2%
LG
170
LAM Group
Oregon
$7.31M +$74.1K +1,139 +1%
PAS
171
Park Avenue Securities
New York
$7.12M +$778K +11,953 +12%
GAM
172
GEM Asset Management
Michigan
$7.12M +$321K +4,926 +5%
UFA
173
US Financial Advisors
Massachusetts
$7.09M +$195K +2,999 +3%
PFG
174
Pinnacle Financial Group
Illinois
$6.85M -$73.9K -1,135 -1%
CA
175
Claris Advisors
Missouri
$6.83M +$3.19K +49 +0%
5 6
7
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