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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 %
WAN
401
Wealth Advisors Northwest
Oregon
$1.22M -$17.9K -281 -1%
JIC
402
Johnson Investment Counsel
Ohio
$1.22M – – –
CCA
403
Clarity Capital Advisors
Florida
$1.21M +$2.74K +43 +0.2%
PB
404
Pinnacle Bancorp
Nebraska
$1.21M -$7.84K -123 -0.6%
SPF
405
South Plains Financial
Texas
$1.19M – – –
NGA
406
Naples Global Advisors
Florida
$1.19M +$91.2K +1,431 +8%
WIM
407
Warwick Investment Management
Texas
$1.18M +$2.61K +41 +0.2%
SIC
408
Samalin Investment Counsel
New York
$1.17M +$139K +2,174 +13%
GVAG
409
Great Valley Advisor Group
Delaware
$1.17M -$43.5M -682,492 -97%
JC
410
Jentner Corp
Ohio
$1.13M +$414K +6,502 +58%
SCP
411
Stevens Capital Partners
Nebraska
$1.13M -$36.6K -569 -3%
IFWM
412
Institute for Wealth Management
Colorado
$1.12M – – –
IA
413
IFG Advisory
Georgia
$1.12M +$233K +3,656 +26%
BFC
414
Bedel Financial Consulting
Indiana
$1.11M +$5.67K +89 +0.5%
AWP
415
Axis Wealth Partners
Rhode Island
$1.1M +$80.1K +1,257 +8%
BCA
416
Bay Colony Advisors
Massachusetts
$1.1M +$228K +3,571 +26%
FNBT
417
FineMark National Bank & Trust
Florida
$1.1M +$136K +2,132 +14%
OW
418
Olistico Wealth
Oklahoma
$1.07M -$19.8K -310 -2%
PFS
419
Prospera Financial Services
Texas
$1.05M +$67K +1,051 +7%
ES
420
Eagle Strategies
New York
$1.04M -$431K -6,770 -29%
CPA
421
Cathy Pareto & Associates
Florida
$1.03M -$7.26K -114 -0.7%
MWA
422
Mills Wealth Advisors
Texas
$1.03M +$196K +3,077 +24%
ATI
423
ARK & TLK Investments
Oklahoma
$1.02M +$299K +4,699 +42%
Ameriprise
424
Ameriprise
Minnesota
$1.02M -$32.7K -513 -3%
USCWA
425
U.S. Capital Wealth Advisors
Texas
$1M -$548K -8,605 -35%
15 16
17
18 19