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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 %
TIM
276
Tortoise Investment Management
New York
$2.58M +$836K +13,995 +48%
AFO
277
Aurelius Family Office
New Hampshire
$2.58M -$1.68M -28,188 -39%
DADC
278
D.A. Davidson & Co
Montana
$2.58M -$875K -14,645 -25%
LFGO
279
Legacy Financial Group (Oklahoma)
Oklahoma
$2.57M +$43.7K +731 +2%
HIA
280
HTG Investment Advisors
Connecticut
$2.56M -$26K -435 -1%
MWM
281
Modern Wealth Management
Kansas
$2.53M +$2.53M +42,355 New
WFA
282
Wade Financial Advisory
California
$2.52M -$2.15K -36 -0.1%
EH
283
Equitable Holdings
New York
$2.52M +$15.1K +252 +0.6%
BA
284
BCM Advisors
Louisiana
$2.51M +$266K +4,466 +12%
SF
285
Strategent Financial
Virginia
$2.5M +$426K +7,123 +20%
PFA
286
Pettinga Financial Advisors
Indiana
$2.49M +$34.3K +574 +1%
FCG
287
Financial Connections Group
California
$2.49M -$14.8K -247 -0.6%
RCI
288
RS Crum Inc
California
$2.45M -$186K -3,119 -7%
EFG
289
Embree Financial Group
Illinois
$2.4M +$1.67M +27,906 +226%
MNBTD
290
Moody National Bank Trust Division
Texas
$2.38M +$1.02M +17,047 +75%
MWML
291
M Wealth Management LLC
California
$2.38M -$639K -10,696 -21%
WA
292
Wealthstream Advisors
New York
$2.35M -$51.2K -857 -2%
GPWA
293
Great Point Wealth Advisors
Massachusetts
$2.34M -$8.6K -144 -0.4%
CFO
294
Collective Family Office
Pennsylvania
$2.28M -$317K -5,304 -12%
LW
295
Lauer Wealth
Indiana
$2.27M +$295K +5,059 +15%
CWMA
296
Capstone Wealth Management (Alabama)
Alabama
$2.27M -$896 -15 -0%
WAP
297
Wealthcare Advisory Partners
Pennsylvania
$2.23M +$1.46M +24,438 +189%
PAM
298
Pacific Asset Management
Washington
$2.2M +$1.91K +32 +0.1%
AWE
299
Avidian Wealth Enterprises
Texas
$2.16M +$20.3K +339 +0.9%
CA
300
Clearstead Advisors
Ohio
$2.15M -$1.32K -22 -0.1%
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