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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 %
OW
401
Olistico Wealth
Oklahoma
$1.02M -$22K -369 -2%
MA
402
Montag & Associates
Georgia
$1.01M – – –
FI
403
Financial Insights
Washington
$986K -$3.59K -60 -0.4%
Ameriprise
404
Ameriprise
Minnesota
$985K +$80.2K +1,343 +9%
PFG
405
Prospect Financial Group
Virginia
$983K -$40.4K -676 -4%
CIA
406
Concurrent Investment Advisors
Florida
$979K +$613K +10,260 +168%
SIC
407
Samalin Investment Counsel
New York
$972K +$185K +3,096 +24%
CPA
408
Cathy Pareto & Associates
Florida
$970K -$45K -753 -4%
KCM
409
Kendall Capital Management
Maryland
$959K +$959K +16,050 New
MADFP
410
Michael A Dubis Financial Planning
Wisconsin
$958K – – –
AWP
411
Axis Wealth Partners
Rhode Island
$957K +$115K +1,927 +14%
ADL
412
Asset Dedication LLC
California
$956K -$179K -2,989 -16%
CMAI
413
Capital Management Associates Inc
Minnesota
$951K +$475K +7,954 +100%
KIM
414
Kestra Investment Management
Texas
$933K +$700K +11,716 +300%
DW30
415
Drucker Wealth 3.0
New Jersey
$931K +$931K +15,585 New
PFS
416
Prospera Financial Services
Texas
$920K – – –
VWM
417
Verus Wealth Management
Wisconsin
$913K -$598 -10 -0.1%
STA
418
Summit Trail Advisors
New York
$901K – – –
FNBT
419
FineMark National Bank & Trust
Florida
$901K +$571K +9,552 +173%
CAMG
420
CWA Asset Management Group
Florida
$890K +$282K +4,714 +46%
SMC
421
Smith, Moore & Co
Missouri
$890K +$39.9K +667 +5%
IDA
422
Intelligence Driven Advisers
California
$852K +$852K +14,254 New
US Bancorp
423
US Bancorp
Minnesota
$842K -$26.5K -443 -3%
IA
424
IFG Advisory
Georgia
$829K -$27.4K -458 -3%
BCA
425
Bay Colony Advisors
Massachusetts
$817K +$4.96K +83 +0.6%
15 16
17
18 19