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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 %
ADL
426
Asset Dedication LLC
California
$1M -$17.3K -271 -2%
FI
427
Financial Insights
Washington
$1M -$50.8K -798 -5%
STA
428
Summit Trail Advisors
New York
$993K +$32.1K +504 +3%
OCG
429
Opus Capital Group
Ohio
$971K +$971K +15,244 New
LSA
430
L & S Advisors
California
$955K +$133K +2,092 +16%
VFA
431
Valeo Financial Advisors
Indiana
$953K -$158K -2,475 -14%
VFP
432
Verus Financial Partners
Virginia
$921K +$2.5K +38 +0.3%
SWM
433
SpringVest Wealth Management
Texas
$920K -$219K -3,434 -19%
US Bancorp
434
US Bancorp
Minnesota
$902K +$4.46K +70 +0.5%
CCM
435
Coldstream Capital Management
Washington
$895K +$129K +2,018 +17%
SMC
436
Smith, Moore & Co
Missouri
$885K -$64K -1,004 -7%
EFS
437
Essex Financial Services
Connecticut
$879K +$195K +3,060 +29%
AL
438
ADE LLC
Maryland
$879K +$634K +9,954 +259%
FCB
439
First County Bank
Connecticut
$875K +$99.8K +1,567 +13%
JSL
440
JT Stratford LLC
Georgia
$870K +$180K +2,831 +26%
CF
441
Centaurus Financial
California
$856K +$32.7K +513 +4%
BCI
442
Brinker Capital Investments
Pennsylvania
$852K +$180K +2,826 +27%
SB
443
Semitam Bonam
New York
$849K +$849K +13,323 New
TWP
444
Total Wealth Planning
Ohio
$841K +$44.1K +692 +6%
Citadel Advisors
445
Citadel Advisors
Florida
$836K -$364K -5,709 -30%
WFA
446
Websterrogers Financial Advisors
South Carolina
$832K +$64 +1 +0%
CAM
447
Clark Asset Management
New Hampshire
$814K +$382 +6 +0%
WRPWM
448
Werba Rubin Papier Wealth Management
California
$803K -$3.76K -59 -0.5%
RLIM
449
Red Lighthouse Investment Management
New York
$798K -$491K -7,700 -38%
CB
450
Commerce Bank
Missouri
$784K -$76.3K -1,198 -9%
16 17
18
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