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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 %
IF
326
Ironwood Financial
Arizona
$2.08M – – –
MAG
327
Mayfair Advisory Group
Alabama
$2.05M +$806K +12,499 +65%
OC
328
Oarsman Capital
Wisconsin
$2.04M -$3.13M -49,198 -61%
BFG
329
Berger Financial Group
Minnesota
$2.03M +$401K +6,296 +25%
SPI
330
Sutton Place Investors
New York
$2.02M -$17.5K -275 -0.9%
WWA
331
WCG Wealth Advisors
Nevada
$2.01M +$131K +2,062 +7%
CWP
332
Concord Wealth Partners
Virginia
$2.01M -$21.7K -341 -1%
CAMV
333
Concord Asset Management (Virginia)
Virginia
$2.01M +$2.01M +31,550 New
CIA
334
Concurrent Investment Advisors
Florida
$2M +$958K +15,035 +92%
CAL
335
Capital Analysts LLC
Pennsylvania
$1.99M +$1.31M +20,594 +193%
AAA
336
AG Asset Advisory
California
$1.99M +$75.6K +1,187 +4%
CWS
337
Cypress Wealth Services
California
$1.92M -$58.6K -920 -3%
FOA
338
Five Oceans Advisors
California
$1.92M +$134K +2,101 +8%
Thrivent Financial for Lutherans
339
Thrivent Financial for Lutherans
Minnesota
$1.9M -$1.26M -19,723 -40%
HWM
340
Hemington Wealth Management
Virginia
$1.88M – – –
PIWA
341
Prevail Innovative Wealth Advisors
Kansas
$1.83M +$274K +4,295 +18%
HTWM
342
Hartmann Taylor Wealth Management
Texas
$1.8M +$442K +6,940 +33%
IAN
343
Integrated Advisors Network
Texas
$1.8M +$140K +2,202 +8%
EWA
344
Elevate Wealth Advisory
Georgia
$1.79M -$61.4K -964 -3%
SFP
345
SwitchPoint Financial Planning
Utah
$1.78M – – –
AWE
346
Avidian Wealth Enterprises
Texas
$1.77M -$536K -8,419 -23%
EWP
347
Elevation Wealth Partners
California
$1.76M +$384K +6,020 +28%
SWGC
348
Summit Wealth Group (Colorado)
Colorado
$1.67M +$1.67M +26,247 New
LI
349
LVZ Inc
Michigan
$1.67M +$86.8K +1,362 +5%
WP
350
Westmount Partners
California
$1.67M -$61K -957 -4%
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