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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 %
IA
451
IFG Advisors
Missouri
$781K +$11.1K +175 +1%
BRWA
452
B. Riley Wealth Advisors
Florida
$735K +$735K +11,540 New
CQWA
453
Chokshi & Queen Wealth Advisors
California
$732K – – –
CFA
454
CWS Financial Advisors
Michigan
$725K +$80.5K +1,264 +12%
Fidelity Investments
455
Fidelity Investments
Massachusetts
$725K -$100K -1,575 -12%
WTC
456
WhitTier Trust Company
Nevada
$711K – – –
PWIA
457
Porter White Investment Advisors
Alabama
$707K +$64 +1 +0%
2L
458
25 LLC
Missouri
$707K -$64 -1 -0%
BWM
459
BCO Wealth Management
New Mexico
$702K -$100K -1,573 -12%
CCM
460
Cambridge Capital Management
Illinois
$701K +$701K +11,002 New
BBHC
461
Brown Brothers Harriman & Co
New York
$698K – – –
AFG
462
Atomi Financial Group
New York
$698K -$539K -8,454 -44%
CFG
463
Citizens Financial Group
Rhode Island
$686K +$1.85K +29 +0.3%
CAMG
464
CWA Asset Management Group
Florida
$681K -$269K -4,220 -28%
WWA
465
Wingate Wealth Advisors
Massachusetts
$678K +$206K +3,234 +44%
TCA
466
Transcend Capital Advisors
New Jersey
$676K +$208K +3,262 +44%
GB
467
Goepper Burkhardt
South Carolina
$673K +$8.67K +136 +1%
SIC
468
SJS Investment Consulting
Ohio
$670K -$8.47K -133 -1%
SCM
469
Sollinda Capital Management
Florida
$670K +$159K +2,502 +31%
Lido Advisors
470
Lido Advisors
California
$668K +$95.6K +1,501 +17%
GCM
471
Graver Capital Management
Ohio
$664K – – –
AWM
472
Apollon Wealth Management
South Carolina
$652K – – –
KCM
473
KM Capital Management
Texas
$646K -$76.6K -1,203 -11%
CFS
474
CRA Financial Services
New Jersey
$643K – – –
CPSAC
475
Chas P. Smith & Associates (CPS)
Florida
$640K +$13.2K +207 +2%
17 18
19
20 21