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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 %
CB
426
Commerce Bank
Missouri
$807K – – –
WFA
427
Websterrogers Financial Advisors
South Carolina
$781K -$7.89K -132 -1%
MWA
428
Mills Wealth Advisors
Texas
$780K +$125K +2,085 +19%
VFP
429
Verus Financial Partners
Virginia
$779K +$1.67K +30 +0.2%
DW
430
Dodds Wealth
Colorado
$777K +$58.8K +984 +8%
Fidelity Investments
431
Fidelity Investments
Massachusetts
$774K +$168K +2,809 +28%
CF
432
Centaurus Financial
California
$772K +$15.5K +259 +2%
LSA
433
L & S Advisors
California
$771K +$44.2K +740 +6%
CAM
434
Clark Asset Management
New Hampshire
$763K +$358 +6 +0%
WRPWM
435
Werba Rubin Papier Wealth Management
California
$756K -$4.66K -78 -0.6%
MHS
436
M Holdings Securities
Oregon
$755K +$755K +12,642 New
BWM
437
BCO Wealth Management
New Mexico
$752K -$86.5K -1,447 -10%
MFWP
438
Mosaic Family Wealth Partners
Missouri
$751K +$379K +6,349 +102%
SMA
439
Seven Mile Advisory
New Jersey
$749K +$178K +2,974 +31%
P
440
&Partners
Tennessee
$748K +$275K +4,607 +58%
TWP
441
Total Wealth Planning
Ohio
$747K -$31.1K -520 -4%
FCB
442
First County Bank
Connecticut
$727K +$727K +12,172 New
IA
443
IFG Advisors
Missouri
$722K -$49.7K -831 -6%
SW
444
SVB Wealth
Massachusetts
$721K +$299 +5 +0%
CCM
445
Coldstream Capital Management
Washington
$719K +$320K +5,354 +80%
VWA
446
Valued Wealth Advisors
Utah
$710K +$375K +6,279 +112%
SEIA
447
Signature Estate & Investment Advisors
California
$705K +$38.2K +640 +6%
MFG
448
Merit Financial Group
Georgia
$703K +$398K +6,660 +130%
CQWA
449
Chokshi & Queen Wealth Advisors
California
$686K – – –
KCM
450
KM Capital Management
Texas
$677K -$173K -2,898 -20%
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