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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 %
PIWA
351
Prevail Innovative Wealth Advisors
Kansas
$1.46M +$346K +5,792 +31%
USCWA
352
U.S. Capital Wealth Advisors
Texas
$1.45M -$121K -2,031 -8%
JCM
353
Jacobi Capital Management
Pennsylvania
$1.45M +$274K +4,591 +23%
SIMC
354
Squire Investment Management Company
Utah
$1.41M +$178K +2,985 +14%
SC
355
Shearwater Capital
Colorado
$1.41M -$22.8K -382 -2%
ES
356
Eagle Strategies
New York
$1.38M +$93K +1,557 +7%
LFA
357
Lauterbach Financial Advisors
Texas
$1.36M +$478 +8 +0%
FC
358
FCA Corp
Texas
$1.35M +$23.2K +389 +2%
SWP
359
Stratos Wealth Partners
Ohio
$1.33M -$35.6K -595 -3%
IWC
360
Integrated Wealth Concepts
Massachusetts
$1.32M +$85.7K +1,434 +7%
QCM
361
Quantinno Capital Management
New York
$1.31M +$143K +2,392 +12%
Janney Montgomery Scott
362
Janney Montgomery Scott
Pennsylvania
$1.31M -$178K -2,983 -12%
AWM
363
Accredited Wealth Management
Kentucky
$1.31M +$71.2K +1,192 +6%
AC
364
AWM Capital
Arizona
$1.29M -$26.8K -449 -2%
EWP
365
Elevation Wealth Partners
California
$1.29M +$40.3K +674 +3%
HI
366
Harbour Investments
Wisconsin
$1.28M +$20K +334 +2%
CRC
367
Curi RMB Capital
Illinois
$1.28M – – –
HTWM
368
Hartmann Taylor Wealth Management
Texas
$1.27M +$1.27M +21,307 New
TIAAOA
369
Teachers Insurance & Annuity Association of America
New York
$1.26M – – –
RLIM
370
Red Lighthouse Investment Management
New York
$1.26M +$480K +7,700 +61%
VWA
371
VSM Wealth Advisory
Maryland
$1.25M -$55.9K -935 -4%
QFA
372
Quantum Financial Advisors
California
$1.24M – – –
GIA
373
Gladstone Institutional Advisory
Florida
$1.23M -$389K -6,507 -24%
GLLW
374
Graves Light Lenhart Wealth
Virginia
$1.22M +$6.81K +114 +0.6%
PNC Financial Services Group
375
PNC Financial Services Group
Pennsylvania
$1.18M +$50.4K +844 +4%
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