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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 %
CCM
301
Cloud Capital Management
Washington
$2.5M +$611K +9,493 +32%
RCA
302
Resonant Capital Advisors
Wisconsin
$2.48M +$262K +4,113 +12%
WA
303
Wealthstream Advisors
New York
$2.48M -$23.4K -367 -0.9%
JCM
304
Jacobi Capital Management
Pennsylvania
$2.46M +$911K +14,296 +59%
CWMA
305
Capstone Wealth Management (Alabama)
Alabama
$2.42M +$1.72K +27 +0.1%
MWML
306
M Wealth Management LLC
California
$2.4M -$140K -2,199 -6%
SW
307
StrongBox Wealth
Missouri
$2.36M +$66.2K +1,039 +3%
WMP
308
Wealth Management Partners
Arizona
$2.3M +$2.3M +35,438 New
SAI
309
Savvy Advisors Inc
New York
$2.3M +$1.17M +18,296 +103%
CA
310
Clearstead Advisors
Ohio
$2.28M -$14K -220 -0.6%
WCWM
311
Willow Creek Wealth Management
California
$2.28M -$8.28K -130 -0.4%
PAM
312
Pacific Asset Management
Washington
$2.27M -$81.8K -1,284 -3%
TWA
313
Trace Wealth Advisors
California
$2.26M +$127 +2 +0%
SEIA
314
Signature Estate & Investment Advisors
California
$2.25M +$1.5M +23,569 +200%
ASN
315
Advisory Services Network
Georgia
$2.25M +$439K +6,803 +24%
UCFA
316
United Capital Financial Advisors
Texas
$2.24M +$18.7K +294 +0.8%
WKWM
317
Walter & Keenan Wealth Management
Indiana
$2.23M +$443K +6,954 +25%
MGIA
318
Moneta Group Investment Advisors
Missouri
$2.2M -$44.7K -701 -2%
RCAG
319
Rehmann Capital Advisory Group
Michigan
$2.19M -$9.17K -144 -0.4%
QWM
320
Quadcap Wealth Management
Texas
$2.19M -$51.4K -807 -2%
BBNB
321
Baker Boyer National Bank
Washington
$2.18M -$48.6K -763 -2%
DADC
322
D.A. Davidson & Co
Montana
$2.18M -$575K -9,026 -21%
MFC
323
Morris Financial Concepts
South Carolina
$2.17M +$596K +9,348 +38%
AWM
324
Ariadne Wealth Management
California
$2.09M -$73.4K -1,086 -3%
IF
325
Ironwood Financial
Arizona
$2.08M – – –
11 12
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