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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

755 hedge funds and large institutions have $8.04B invested in Dimensional US Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 339 increasing their positions, 214 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+10
Holders Change %
+1.34%
% of All Funds
10.13%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.29%
New
62
Increased
339
Reduced
214
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$1.29B
2
Bank of America
Bank of America
North Carolina
$396M
3
WTB
Washington Trust Bank
Washington
$50.2M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$196M
5
RFP
Root Financial Partners
California
$35.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$0
2
FCI
Financial Counselors Inc
Kansas
$0
3
GVAG
Great Valley Advisor Group
Delaware
$1.17M
4
DP
Divergent Planning
Maryland
$22.1M
5
Northern Trust
Northern Trust
Illinois
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
226
First Financial Group
North Carolina
$4.43M +$347K +5,451 +8%
KWA
227
Kondo Wealth Advisors
California
$4.39M +$37.3K +576 +0.9%
HHWM
228
Hiley Hunt Wealth Management
Nebraska
$4.3M +$256K +3,942 +6%
FWM
229
Forza Wealth Management
Florida
$4.29M +$366K +5,743 +9%
FIA
230
Foundations Investment Advisors
Arizona
$4.23M +$973K +15,279 +30%
FWM
231
FMB Wealth Management
California
$4.2M -$76.8K -1,206 -2%
CAM
232
CPA Asset Management
Florida
$4.19M +$235K +3,687 +6%
IAG
233
Investmark Advisory Group
Connecticut
$4.16M -$1.1M -17,330 -21%
WDL
234
Well Done LLC
Michigan
$4.09M -$81.3K -1,276 -2%
PWA
235
Physician Wealth Advisors
Utah
$4.08M +$97.5K +1,530 +2%
BP
236
BWM Planning
Texas
$4.08M -$5.02M -78,870 -55%
KAM
237
Kraft Asset Management
Tennessee
$3.93M -$98.9K -1,552 -2%
WP
238
Wealthspan Partners
Iowa
$3.88M -$58.6K -920 -1%
BWM
239
Birchcreek Wealth Management
Ohio
$3.83M +$465K +7,293 +14%
FWTB
240
First Western Trust Bank
Colorado
$3.76M -$42.9K -673 -1%
PA
241
PFG Advisors
Arizona
$3.73M +$310K +4,869 +9%
TCM
242
TruNorth Capital Management
Michigan
$3.68M -$31.3K -492 -0.8%
DFC
243
DBK Financial Counsel
Ohio
$3.65M +$95.7K +1,502 +3%
OHWP
244
Oak Harbor Wealth Partners
North Carolina
$3.64M +$164K +2,576 +5%
CFP
245
Cascade Financial Partners
California
$3.61M -$164K -2,569 -4%
SHFA
246
SC&H Financial Advisors
Maryland
$3.6M -$51.4K -806 -1%
CL
247
CLG LLC
California
$3.58M -$347K -5,439 -9%
Bank of New York Mellon
248
Bank of New York Mellon
New York
$3.57M -$21.6K -339 -0.6%
Susquehanna International Group
249
Susquehanna International Group
Pennsylvania
$3.52M -$3.93M -61,736 -53%
PTP
250
Platform Technology Partners
New York
$3.49M +$297K +4,666 +9%
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