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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 %
IAG
201
Investmark Advisory Group
Connecticut
$5.07M +$161K +2,480 +3%
PWA
202
Physician Wealth Advisors
Utah
$5.01M -$106K -1,634 -2%
AFG
203
Altiora Financial Group
Ohio
$4.97M +$190K +2,915 +4%
BAM
204
Bayshore Asset Management
Florida
$4.94M -$106K -1,628 -2%
PF
205
Parker Financial
Washington
$4.75M +$1M +15,641 +27%
WW
206
Waterfront Wealth
Kansas
$4.73M +$6.18K +95 +0.1%
EWA
207
EverSource Wealth Advisors
Alabama
$4.66M +$845K +12,977 +22%
AFO
208
Aurelius Family Office
New Hampshire
$4.65M +$4.65M +71,394 New
VPWA
209
Vestia Personal Wealth Advisors
Indiana
$4.55M +$151K +2,318 +3%
IPA
210
Investment Planning Advisors
Georgia
$4.5M -$793K -12,184 -15%
FWM
211
FMB Wealth Management
California
$4.49M -$40.1K -616 -0.9%
CI
212
Cordant Inc
Oregon
$4.43M +$92.7K +1,425 +2%
STCOSD
213
Sageworth Trust Company of South Dakota
South Dakota
$4.42M +$261K +4,003 +6%
DWS
214
Discipline Wealth Solutions
South Carolina
$4.4M +$513K +7,877 +13%
KWA
215
Kondo Wealth Advisors
California
$4.39M +$4.39M +67,466 New
HIGP
216
Hill Investment Group Partners
Missouri
$4.36M -$1.45M -22,278 -25%
WDL
217
Well Done LLC
Michigan
$4.34M – – –
CL
218
CLG LLC
California
$4.32M +$4.32M +66,455 New
KAM
219
Kraft Asset Management
Tennessee
$4.3M +$44K +660 +1%
AC
220
Apella Capital
Connecticut
$4.23M -$23.9K -367 -0.6%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$4.22M +$26.7K +385 +0.6%
CAM
222
CPA Asset Management
Florida
$4.13M +$519K +7,976 +14%
Envestnet Portfolio Solutions
223
Envestnet Portfolio Solutions
Illinois
$4.12M +$353K +5,425 +9%
MSFS
224
Main Street Financial Solutions
Pennsylvania
$4.11M +$459K +7,060 +13%
FFG
225
First Financial Group
North Carolina
$4.03M +$4.03M +61,938 New
7 8
9
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