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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
10.12%
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
+$217M
2
Bank of America
Bank of America
North Carolina
+$53.6M
3
WTB
Washington Trust Bank
Washington
+$50.2M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$24.9M
5
RFP
Root Financial Partners
California
+$19.1M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$146M
2
FCI
Financial Counselors Inc
Kansas
-$109M
3
GVAG
Great Valley Advisor Group
Delaware
-$43.5M
4
DP
Divergent Planning
Maryland
-$8.41M
5
Northern Trust
Northern Trust
Illinois
-$7.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
251
ACAS LLC
California
$3.46M +$275K +4,070 +9%
EFA
252
Efficient Frontier Advisors
Connecticut
$3.4M -$356K -5,591 -9%
GFA
253
Grunden Financial Advisory
Texas
$3.39M -$237K -3,724 -7%
PWS
254
Physician Wealth Solutions
Nevada
$3.37M – – –
AUB
255
Atlantic Union Bankshares
Virginia
$3.29M +$3.29M +51,571 New
IAG
256
Investment Advisory Group
Massachusetts
$3.27M -$173K -2,715 -5%
GJIA
257
Glass Jacobson Investment Advisors
Maryland
$3.24M +$31.7K +498 +1%
AQR Capital Management
258
AQR Capital Management
Connecticut
$3.23M +$956K +14,999 +42%
TF
259
TME Financial
California
$3.2M -$359K -5,638 -10%
SF
260
Synovus Financial
Georgia
$3.17M +$1.3M +20,416 +69%
SIS
261
Strategic Investment Solutions
Illinois
$3.12M -$592K -9,291 -16%
KFA
262
Kelleher Financial Advisors
New York
$3.11M +$73.9K +1,160 +2%
BCM
263
Blume Capital Management
California
$3.09M -$7.96K -125 -0.3%
TC
264
TAGStone Capital
North Carolina
$3.09M +$129K +1,997 +4%
MWP
265
Meridian Wealth Partners
Pennsylvania
$3.05M +$255K +3,999 +9%
BTI
266
Blue Trust Inc
Georgia
$3.05M -$109K -1,704 -3%
FIM
267
Freedom Investment Management
Connecticut
$3.04M -$43.6K -684 -1%
SF
268
Strategent Financial
Virginia
$3.02M +$349K +5,472 +13%
PWM
269
Parkworth Wealth Management
California
$2.97M +$88.6K +1,391 +3%
HSG
270
Helen Stephens Group
Texas
$2.97M +$1.14M +17,955 +63%
BA
271
BCM Advisors
Louisiana
$2.95M +$191K +2,910 +7%
VPF
272
Vantage Point Financial
Illinois
$2.95M +$126K +1,975 +4%
1WA
273
180 Wealth Advisors
Washington
$2.93M +$918K +14,415 +46%
MWM
274
Modern Wealth Management
Kansas
$2.92M +$222K +3,490 +8%
TAM
275
TCP Asset Management
Ohio
$2.92M +$115K +1,806 +4%
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