DFAS icon

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 %
SW
301
StrongBox Wealth
Missouri
$2.15M +$121K +2,028 +6%
WCWM
302
Willow Creek Wealth Management
California
$2.14M +$14.9K +249 +0.7%
TC
303
TownSquare Capital
Utah
$2.14M +$823K +13,767 +62%
SCTC
304
Sanibel Captiva Trust Company
Florida
$2.14M +$1.12M +18,711 +109%
AQR Capital Management
305
AQR Capital Management
Connecticut
$2.13M +$496K +8,299 +30%
TWA
306
Trace Wealth Advisors
California
$2.12M +$7.71K +129 +0.4%
MGIA
307
Moneta Group Investment Advisors
Missouri
$2.11M +$29.2K +488 +1%
QWM
308
Quadcap Wealth Management
Texas
$2.1M -$447K -7,488 -18%
BBNB
309
Baker Boyer National Bank
Washington
$2.09M -$45.9K -768 -2%
RCA
310
Resonant Capital Advisors
Wisconsin
$2.08M +$76.6K +1,282 +4%
UCFA
311
United Capital Financial Advisors
Texas
$2.08M -$16.7K -279 -0.8%
IF
312
Ironwood Financial
Arizona
$2.08M -$9.56K -160 -0.5%
RCAG
313
Rehmann Capital Advisory Group
Michigan
$2.06M +$171K +2,855 +9%
SWA
314
Stratos Wealth Advisors
Ohio
$2.01M +$57.5K +963 +3%
W
315
WPWealth
Texas
$2.01M +$961K +16,086 +92%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$2.01M +$2.01M +33,582 New
MCA
317
Maryland Capital Advisors
Maryland
$1.96M +$454K +7,601 +30%
AWM
318
Ariadne Wealth Management
California
$1.93M -$353K -5,865 -15%
SPI
319
Sutton Place Investors
New York
$1.91M +$23.4K +391 +1%
CWP
320
Concord Wealth Partners
Virginia
$1.91M -$149K -2,501 -7%
1WA
321
180 Wealth Advisors
Washington
$1.89M +$453K +7,588 +32%
CWS
322
Cypress Wealth Services
California
$1.86M -$258K -4,311 -12%
KWM
323
Kingsview Wealth Management
Oregon
$1.84M -$286K -4,784 -13%
AAA
324
AG Asset Advisory
California
$1.79M +$212K +3,553 +13%
HWM
325
Hemington Wealth Management
Virginia
$1.76M – – –
11 12
13
14 15