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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 %
HR
176
Hardy Reed
Mississippi
$6.81M -$143K -2,195 -2%
CCA
177
Criterion Capital Advisors
Tennessee
$6.74M – – –
CA
178
CGN Advisors
Kansas
$6.73M -$160K -2,464 -2%
VWM
179
Vermillion Wealth Management
Minnesota
$6.67M +$6.67M +102,434 New
V
180
VeraBank
Texas
$6.37M +$348K +5,353 +6%
EA
181
Efficient Advisors
Ohio
$6.26M +$743K +11,416 +13%
KWM
182
KMT Wealth Management
California
$6.21M +$6.21M +95,461 New
PAG
183
Private Advisor Group
New Jersey
$6.19M +$622K +9,561 +11%
ZF
184
Zhang Financial
Michigan
$6.14M -$122K -1,875 -2%
RLWM
185
RF&L Wealth Management
Massachusetts
$6.13M -$6.7K -103 -0.1%
MWP
186
Meriwether Wealth & Planning
Louisiana
$5.94M +$5.94M +91,272 New
MML Investors Services
187
MML Investors Services
Massachusetts
$5.91M +$707K +10,869 +14%
JWM
188
JDH Wealth Management
California
$5.88M +$5.88M +90,349 New
JFG
189
JMG Financial Group
Illinois
$5.85M +$161K +2,477 +3%
ALWM
190
Andrews Lucia Wealth Management
California
$5.84M +$19.1K +294 +0.3%
KAS
191
KPP Advisory Services
Kentucky
$5.7M +$139K +2,142 +3%
KA
192
Kooman & Associates
Pennsylvania
$5.61M +$251K +3,855 +5%
CI
193
CX Institutional
Indiana
$5.58M +$272K +4,183 +5%
CW
194
Curio Wealth
Maryland
$5.55M +$5.55M +85,287 New
KAS
195
Kestra Advisory Services
Texas
$5.45M +$774K +11,889 +17%
BWA
196
Bordeaux Wealth Advisors
California
$5.44M -$479K -7,365 -8%
AL
197
ACAS LLC
California
$5.3M +$641K +9,471 +14%
PRS
198
Pinkerton Retirement Specialists
Idaho
$5.22M +$48.7K +749 +0.9%
SA
199
Seneschal Advisors
Washington
$5.19M +$5.19M +79,722 New
AAS
200
Avantax Advisory Services
Texas
$5.13M -$476K -7,309 -8%
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