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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.

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
WMN
4
Wealth Management Nebraska
Nebraska
$36.3M
5
Raymond James Financial
5
Raymond James Financial
Florida
$34.9M

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$862M 13,243,407 +2,032,271 +18%
Northern Trust
2
Northern Trust
Illinois
$489M 7,521,408 +521,107 +7%
IFA
3
Index Fund Advisors
California
$426M 6,543,610 -118,731 -2%
Bank of America
4
Bank of America
North Carolina
$337M 5,171,866 +258,863 +5%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$177M 2,712,060 -21,346 -0.8%
PFA
6
Pure Financial Advisors
California
$167M 2,571,156 +202,963 +9%
APF
7
Alaska Permanent Fund
Alaska
$164M 2,518,859 -184,760 -7%
TWA
8
TCI Wealth Advisors
Arizona
$156M 2,402,548 +49,340 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$152M 2,333,475 -141,760 -6%
FCI
10
Financial Counselors Inc
Kansas
$112M 1,721,070 +83,102 +5%
PL
11
Plancorp LLC
Missouri
$92.5M 1,420,946 -22,094 -2%
SC
12
Savant Capital
Illinois
$89.1M 1,368,693 +349,613 +34%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$71.3M 1,095,423 +73,098 +7%
EAM
14
Evanson Asset Management
California
$69.3M 1,064,542 +58,435 +6%
FCAS
15
First Command Advisory Services
Texas
$66.7M 1,024,598 +57,843 +6%
HighTower Advisors
16
HighTower Advisors
Illinois
$65.2M 1,001,935 -14,572 -1%
ST
17
Sageworth Trust
Pennsylvania
$61.8M 950,167 -2,016 -0.2%
GWWM
18
Great Waters Wealth Management
Minnesota
$58.1M 893,036 +119,840 +15%
CWS
19
Confluence Wealth Services
Pennsylvania
$57.8M 850,527 +97,094 +13%
LPL Financial
20
LPL Financial
California
$56.5M 868,263 +121,569 +16%
MFT
21
Moisand Fitzgerald Tamayo
Florida
$56.4M 866,350 -19,674 -2%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$51.8M 795,819 -496,645 -38%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$51.1M 785,771 +32,106 +4%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$50.5M 776,543 -23,180 -3%
UBS Group
25
UBS Group
Switzerland
$49.8M 764,999 +86,479 +13%
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