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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 %
WWA
326
WCG Wealth Advisors
Nevada
$1.76M +$18.2K +304 +1%
SF
327
Synovus Financial
Georgia
$1.76M +$1.49M +24,956 +563%
CCM
328
Cloud Capital Management
Washington
$1.76M +$1.76M +29,392 New
ALC
329
Alexander Labrunerie & Co
Missouri
$1.75M +$27.1K +453 +2%
EWA
330
Elevate Wealth Advisory
Georgia
$1.74M -$7.65K -128 -0.4%
JWA
331
JFS Wealth Advisors
Pennsylvania
$1.73M +$16.9K +283 +1%
HSG
332
Helen Stephens Group
Texas
$1.71M +$145K +2,431 +9%
HPC
333
HM Payson & Co
Maine
$1.7M -$212K -3,541 -11%
ASN
334
Advisory Services Network
Georgia
$1.68M +$276K +4,620 +20%
WKWM
335
Walter & Keenan Wealth Management
Indiana
$1.67M +$4.42K +74 +0.3%
SFP
336
SwitchPoint Financial Planning
Utah
$1.67M – – –
FOA
337
Five Oceans Advisors
California
$1.67M -$215K -3,597 -11%
WP
338
Westmount Partners
California
$1.62M -$82.9K -1,388 -5%
BWG
339
Beta Wealth Group
California
$1.57M +$603K +10,084 +62%
ACS
340
Archford Capital Strategies
Illinois
$1.57M -$103K -1,718 -6%
CAM
341
Cresset Asset Management
Illinois
$1.56M – – –
IAN
342
Integrated Advisors Network
Texas
$1.55M -$166K -2,773 -10%
BFG
343
Berger Financial Group
Minnesota
$1.53M +$217K +3,625 +17%
TIAA Trust, National Association
344
TIAA Trust, National Association
North Carolina
$1.53M -$2.15K -36 -0.1%
CTWM
345
Cherry Tree Wealth Management
Minnesota
$1.52M +$30.9K +517 +2%
AWM
346
Axxcess Wealth Management
California
$1.52M +$1.52M +25,395 New
Renaissance Technologies
347
Renaissance Technologies
New York
$1.49M +$478K +8,000 +47%
LI
348
LVZ Inc
Michigan
$1.49M -$1M -16,775 -40%
MFC
349
Morris Financial Concepts
South Carolina
$1.48M +$186K +3,111 +14%
RGF
350
Retirement Guys Formula
Ohio
$1.46M -$234K -3,923 -14%
12 13
14
15 16