DFAS icon

Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

756 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, 340 increasing their positions, 214 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+10
Holders Change %
+1.34%
% of All Funds
10.14%
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
340
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 %
LW
301
Lauer Wealth
Indiana
$2.52M +$11.5K +178 +0.5%
CCM
302
Cloud Capital Management
Washington
$2.5M +$611K +9,493 +32%
RCA
303
Resonant Capital Advisors
Wisconsin
$2.48M +$262K +4,113 +12%
WA
304
Wealthstream Advisors
New York
$2.48M -$23.4K -367 -0.9%
JCM
305
Jacobi Capital Management
Pennsylvania
$2.46M +$911K +14,296 +59%
CWMA
306
Capstone Wealth Management (Alabama)
Alabama
$2.42M +$1.72K +27 +0.1%
MWML
307
M Wealth Management LLC
California
$2.4M -$140K -2,199 -6%
SW
308
StrongBox Wealth
Missouri
$2.36M +$66.2K +1,039 +3%
WMP
309
Wealth Management Partners
Arizona
$2.3M +$2.3M +35,438 New
SAI
310
Savvy Advisors Inc
New York
$2.3M +$1.17M +18,296 +103%
CA
311
Clearstead Advisors
Ohio
$2.28M -$14K -220 -0.6%
WCWM
312
Willow Creek Wealth Management
California
$2.28M -$8.28K -130 -0.4%
PAM
313
Pacific Asset Management
Washington
$2.27M -$81.8K -1,284 -3%
TWA
314
Trace Wealth Advisors
California
$2.26M +$127 +2 +0%
SEIA
315
Signature Estate & Investment Advisors
California
$2.25M +$1.5M +23,569 +200%
ASN
316
Advisory Services Network
Georgia
$2.25M +$439K +6,803 +24%
UCFA
317
United Capital Financial Advisors
Texas
$2.24M +$18.7K +294 +0.8%
WKWM
318
Walter & Keenan Wealth Management
Indiana
$2.23M +$443K +6,954 +25%
MGIA
319
Moneta Group Investment Advisors
Missouri
$2.2M -$44.7K -701 -2%
RCAG
320
Rehmann Capital Advisory Group
Michigan
$2.19M -$9.17K -144 -0.4%
QWM
321
Quadcap Wealth Management
Texas
$2.19M -$51.4K -807 -2%
BBNB
322
Baker Boyer National Bank
Washington
$2.18M -$48.6K -763 -2%
DADC
323
D.A. Davidson & Co
Montana
$2.18M -$575K -9,026 -21%
MFC
324
Morris Financial Concepts
South Carolina
$2.17M +$596K +9,348 +38%
AWM
325
Ariadne Wealth Management
California
$2.09M -$73.4K -1,086 -3%
11 12
13
14 15