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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 %
TIAA Trust, National Association
351
TIAA Trust, National Association
North Carolina
$1.67M +$41.7K +654 +3%
CAM
352
Cresset Asset Management
Illinois
$1.67M -$64 -1 -0%
WMG
353
WESCAP Management Group
California
$1.66M -$1.19M -18,681 -42%
PNC Financial Services Group
354
PNC Financial Services Group
Pennsylvania
$1.66M +$402K +6,309 +32%
AWM
355
Axxcess Wealth Management
California
$1.62M – – –
JWA
356
JFS Wealth Advisors
Pennsylvania
$1.6M -$243K -3,816 -13%
MOS
357
MGO One Seven
Ohio
$1.6M +$1.6M +25,139 New
SEI Investments
358
SEI Investments
Pennsylvania
$1.6M +$1.6M +25,049 New
AC
359
AlphaCore Capital
California
$1.56M -$3.06M -48,008 -66%
LW
360
Linscomb Wealth
Texas
$1.56M +$1.56M +24,416 New
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$1.55M -$826K -12,968 -35%
SWA
362
Stratos Wealth Advisors
Ohio
$1.55M -$602K -9,443 -28%
GLLW
363
Graves Light Lenhart Wealth
Virginia
$1.54M +$246K +3,866 +19%
RGF
364
Retirement Guys Formula
Ohio
$1.54M -$19.4K -304 -1%
FC
365
FCA Corp
Texas
$1.53M +$94.6K +1,485 +7%
JWCA
366
J.W. Cole Advisors
Florida
$1.53M +$1.53M +23,996 New
CTWM
367
Cherry Tree Wealth Management
Minnesota
$1.51M -$114K -1,785 -7%
VWM
368
Verus Wealth Management
Wisconsin
$1.51M +$536K +8,410 +55%
SC
369
Shearwater Capital
Colorado
$1.5M – – –
P
370
&Partners
Tennessee
$1.5M +$709K +11,206 +89%
ACS
371
Archford Capital Strategies
Illinois
$1.47M -$201K -3,158 -12%
FCG
372
Financial Connections Group
California
$1.47M -$1.19M -18,654 -45%
LFA
373
Lauterbach Financial Advisors
Texas
$1.46M +$7.52K +118 +0.5%
SIMC
374
Squire Investment Management Company
Utah
$1.45M -$51.3K -805 -3%
Janney Montgomery Scott
375
Janney Montgomery Scott
Pennsylvania
$1.45M +$50.4K +791 +4%
13 14
15
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