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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 %
ATI
451
ARK & TLK Investments
Oklahoma
$676K – – –
JC
452
Jentner Corp
Ohio
$674K -$151K -2,526 -18%
GA
453
Greenspring Advisors
Maryland
$668K – – –
WTC
454
WhitTier Trust Company
Nevada
$667K +$667K +11,156 New
PWIA
455
Porter White Investment Advisors
Alabama
$663K -$956 -16 -0.1%
2L
456
25 LLC
Missouri
$663K +$956 +16 +0.1%
BBHC
457
Brown Brothers Harriman & Co
New York
$655K +$298K +4,991 +84%
JSL
458
JT Stratford LLC
Georgia
$647K +$647K +10,824 New
EFS
459
Essex Financial Services
Connecticut
$641K +$23.4K +392 +4%
CFG
460
Citizens Financial Group
Rhode Island
$641K +$1.37K +23 +0.2%
CAL
461
Capital Analysts LLC
Pennsylvania
$638K +$609K +10,202 +2,108%
SIC
462
SJS Investment Consulting
Ohio
$636K +$7.17K +120 +1%
BCI
463
Brinker Capital Investments
Pennsylvania
$630K -$246K -4,124 -28%
OPS
464
Orion Portfolio Solutions
Nebraska
$630K -$246K -4,124 -28%
GB
465
Goepper Burkhardt
South Carolina
$623K +$123K +2,065 +25%
GCM
466
Graver Capital Management
Ohio
$623K – – –
AWM
467
Apollon Wealth Management
South Carolina
$611K -$9.2K -154 -1%
SW
468
Simplicity Wealth
New Jersey
$605K +$605K +10,125 New
CFA
469
CWS Financial Advisors
Michigan
$605K +$26.3K +441 +5%
CFS
470
CRA Financial Services
New Jersey
$603K +$162K +2,715 +37%
CPSAC
471
Chas P. Smith & Associates (CPS)
Florida
$588K – – –
MWPCG
472
Measured Wealth Private Client Group
New Hampshire
$586K -$5.38K -90 -0.9%
CWM
473
Congress Wealth Management
Massachusetts
$586K -$93.8K -1,569 -14%
CFO
474
CVA Family Office
Colorado
$580K +$1.02K +17 +0.2%
SFS
475
Sowell Financial Services
Arkansas
$580K -$55.1K -922 -9%
17 18
19
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