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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

745 hedge funds and large institutions have $7.15B invested in Dimensional US Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 349 increasing their positions, 211 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+12
Holders Change %
+1.64%
% of All Funds
10.12%
Holding in Top 10
95
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.21%
% of All Funds
1.29%
New
64
Increased
349
Reduced
211
Closed
32
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$7K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$1.01B
2
Northern Trust
Northern Trust
Illinois
$476M
3
FC
Financial Consulate
Maryland
$21.2M
4
Brown Advisory
Brown Advisory
Maryland
$55.4M
5
RFP
Root Financial Partners
California
$15.5M

Top Sellers

1
CW
Curio Wealth
Maryland
$5.63M
2
EFP
Elser Financial Planning
Indiana
$1.16M
3
IFA
Index Fund Advisors
California
$350M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$26.8M
5
I
INVST
Indiana
$6.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTP
251
Platform Technology Partners
New York
$3M +$169K +2,829 +6%
NFP
252
Narus Financial Partners
Utah
$2.97M +$201K +3,360 +7%
BTI
253
Blue Trust Inc
Georgia
$2.96M -$90.2K -1,509 -3%
WANY
254
Wealthspire Advisors (New York)
New York
$2.91M +$68.8K +1,151 +2%
SC
255
Schoolcraft Capital
Colorado
$2.91M +$125K +2,090 +4%
BCM
256
Blume Capital Management
California
$2.91M +$166K +2,785 +6%
FIM
257
Freedom Investment Management
Connecticut
$2.9M -$94K -1,573 -3%
KFA
258
Kelleher Financial Advisors
New York
$2.85M -$67.2K -1,125 -2%
RA
259
RFG Advisory
Alabama
$2.84M -$125K -2,093 -4%
IWM
260
IHT Wealth Management
Illinois
$2.78M -$127K -2,120 -4%
AL
261
ACAS LLC
California
$2.74M -$1.82M -31,161 -40%
TC
262
TAGStone Capital
North Carolina
$2.74M -$406K -6,800 -13%
DWM
263
Dopkins Wealth Management
New York
$2.72M -$100K -1,677 -4%
PWM
264
Parkworth Wealth Management
California
$2.71M -$8.66K -145 -0.3%
TCBWMS
265
Texas Capital Bank Wealth Management Services
Texas
$2.68M +$2.68M +44,934 New
WMG
266
WESCAP Management Group
California
$2.67M -$235K -3,938 -8%
MAC
267
Mason & Associates (California)
California
$2.67M +$71.9K +1,204 +3%
SAM
268
Smartleaf Asset Management
Massachusetts
$2.65M +$118K +1,971 +5%
VPF
269
Vantage Point Financial
Illinois
$2.65M +$3.23K +54 +0.1%
TAM
270
TCP Asset Management
Ohio
$2.63M +$108K +1,813 +4%
MWP
271
Meridian Wealth Partners
Pennsylvania
$2.62M +$417K +6,985 +19%
CWM
272
Cahill Wealth Management
Michigan
$2.62M +$1.34M +22,403 +105%
SSC
273
Syverson Strege & Co
Iowa
$2.61M +$126K +2,103 +5%
MG
274
Mather Group
Illinois
$2.61M +$874K +14,632 +50%
MA
275
MBA Advisors
Pennsylvania
$2.59M +$2.59M +43,322 New
9 10
11
12 13