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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 %
PAG
376
Powers Advisory Group
Illinois
$1.45M +$195K +3,065 +16%
IWC
377
Integrated Wealth Concepts
Massachusetts
$1.45M +$43.5K +682 +3%
SWP
378
Stratos Wealth Partners
Ohio
$1.45M +$32.5K +510 +2%
KWM
379
Kingsview Wealth Management
Oregon
$1.44M -$519K -8,153 -26%
CRC
380
Curi RMB Capital
Illinois
$1.44M +$74.5K +1,170 +5%
LNWWM
381
Laird Norton Wetherby Wealth Management
California
$1.43M +$1.43M +22,444 New
RWM
382
Rockwood Wealth Management
Pennsylvania
$1.42M +$828K +13,000 +139%
AWM
383
Accredited Wealth Management
Kentucky
$1.41M +$15.9K +250 +1%
GIA
384
Gladstone Institutional Advisory
Florida
$1.4M +$83.5K +1,310 +6%
AC
385
AWM Capital
Arizona
$1.38M – – –
HI
386
Harbour Investments
Wisconsin
$1.36M -$7.07K -111 -0.5%
TIAAOA
387
Teachers Insurance & Annuity Association of America
New York
$1.35M – – –
SW
388
Simplicity Wealth
New Jersey
$1.32M +$674K +10,577 +104%
QFA
389
Quantum Financial Advisors
California
$1.32M – – –
QCIG
390
Quad-Cities Investment Group
Iowa
$1.31M +$123K +1,934 +10%
EWA
391
Exencial Wealth Advisors
Oklahoma
$1.31M +$195K +3,058 +18%
VWA
392
VSM Wealth Advisory
Maryland
$1.3M -$28.2K -443 -2%
PFG
393
Prospect Financial Group
Virginia
$1.3M +$252K +3,954 +24%
Renaissance Technologies
394
Renaissance Technologies
New York
$1.3M -$293K -4,600 -18%
UWM
395
USAdvisors Wealth Management
Minnesota
$1.26M +$24.8K +389 +2%
AF
396
Apollon Financial
South Carolina
$1.25M – – –
EFP
397
Elser Financial Planning
Indiana
$1.24M – – –
VA
398
Valmark Advisers
Ohio
$1.24M +$48.9K +768 +4%
CI
399
CX Institutional
Indiana
$1.23M -$4.5M -70,618 -79%
Kovitz Investment Group Partners
400
Kovitz Investment Group Partners
Illinois
$1.22M +$1.27K +20 +0.1%
14 15
16
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