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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 %
PAG
376
Powers Advisory Group
Illinois
$1.17M +$226K +3,788 +24%
AF
377
Apollon Financial
South Carolina
$1.17M +$1.17M +19,585 New
EFP
378
Elser Financial Planning
Indiana
$1.16M -$42.6M -713,608 -97%
CFO
379
Colony Family Offices
North Carolina
$1.16M +$379K +6,345 +48%
AFG
380
Atomi Financial Group
New York
$1.16M +$869K +14,539 +299%
WAN
381
Wealth Advisors Northwest
Oregon
$1.16M -$52.9K -886 -4%
UWM
382
USAdvisors Wealth Management
Minnesota
$1.16M +$1.61K +27 +0.1%
MAG
383
Mayfair Advisory Group
Alabama
$1.15M +$4.42K +74 +0.4%
Kovitz Investment Group Partners
384
Kovitz Investment Group Partners
Illinois
$1.14M -$49.1K -822 -4%
PB
385
Pinnacle Bancorp
Nebraska
$1.14M – – –
JIC
386
Johnson Investment Counsel
Ohio
$1.14M – – –
CCA
387
Clarity Capital Advisors
Florida
$1.13M +$2.09K +35 +0.2%
Citadel Advisors
388
Citadel Advisors
Florida
$1.12M +$125K +2,093 +13%
SPF
389
South Plains Financial
Texas
$1.12M – – –
QCIG
390
Quad-Cities Investment Group
Iowa
$1.11M +$111K +1,853 +11%
VA
391
Valmark Advisers
Ohio
$1.11M +$22.4K +375 +2%
WIM
392
Warwick Investment Management
Texas
$1.1M +$1.91K +32 +0.2%
SCP
393
Stevens Capital Partners
Nebraska
$1.08M +$59.8K +1,001 +6%
SWM
394
SpringVest Wealth Management
Texas
$1.07M -$38.7K -648 -3%
SAI
395
Savvy Advisors Inc
New York
$1.06M +$1.06M +17,732 New
IFWM
396
Institute for Wealth Management
Colorado
$1.05M – – –
EWA
397
Exencial Wealth Advisors
Oklahoma
$1.04M +$25.2K +421 +2%
VFA
398
Valeo Financial Advisors
Indiana
$1.04M +$49K +820 +5%
NGA
399
Naples Global Advisors
Florida
$1.03M +$13.5K +226 +1%
BFC
400
Bedel Financial Consulting
Indiana
$1.02M +$5.72K +97 +0.6%
14 15
16
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