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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.

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
1
Creative Planning
Kansas
$1.01B
2
Northern Trust
2
Northern Trust
Illinois
$476M
3
FC
3
Financial Consulate
Maryland
$21.2M
4
Brown Advisory
4
Brown Advisory
Maryland
$55.4M
5
RFP
5
Root Financial Partners
California
$15.5M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$5.63M
2
EFP
2
Elser Financial Planning
Indiana
$1.16M
3
IFA
3
Index Fund Advisors
California
$350M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$26.8M
5
I
5
INVST
Indiana
$6.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
26
Focus Partners Advisor Solutions
Missouri
$47.2M +$4.25M +71,147 +10%
AP
27
Adero Partners
California
$47.1M +$2.24M +37,420 +5%
UBS Group
28
UBS Group
Switzerland
$43.2M -$2.53M -42,338 -6%
DPW
29
DiNuzzo Private Wealth
Pennsylvania
$42.1M -$2.75K -46 -0%
SCM
30
Stordahl Capital Management
Colorado
$42M +$1.79M +29,935 +4%
GVAG
31
Great Valley Advisor Group
Delaware
$41.9M +$2.15M +35,990 +5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$40.9M -$3.58M -59,842 -8%
Corient Private Wealth
33
Corient Private Wealth
Florida
$40.3M +$2.26M +37,759 +6%
Raymond James Financial
34
Raymond James Financial
Florida
$38.1M +$6.09M +101,983 +19%
CPIG
35
Chicago Partners Investment Group
Illinois
$35.9M +$2.47M +41,823 +7%
DFS
36
Dixon Fnancial Services
California
$34.3M -$204K -3,413 -0.6%
BHWM
37
Beaird Harris Wealth Management
Texas
$34.1M -$1.14M -19,134 -3%
MWM
38
Modera Wealth Management
New Jersey
$33.8M +$177K +2,967 +0.5%
WMN
39
Wealth Management Nebraska
Nebraska
$33.1M -$163K -2,734 -0.5%
SWA
40
Sax Wealth Advisors
New Jersey
$33M +$781K +13,071 +2%
Truist Financial
41
Truist Financial
North Carolina
$31.2M -$2.01M -33,723 -6%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$30.8M +$1.57M +26,232 +5%
BFG
43
Bleakley Financial Group
New Jersey
$29.5M +$2.22M +37,136 +8%
DP
44
Divergent Planning
Maryland
$28.7M +$984K +16,163 +4%
Cerity Partners
45
Cerity Partners
New York
$28.4M +$1.58M +26,433 +6%
SFA
46
Sequoia Financial Advisors
Ohio
$28.4M -$213K -3,568 -0.7%
AAM
47
Austin Asset Management
Texas
$27.6M -$1.24M -20,711 -4%
HIG
48
Heritage Investment Group
Florida
$27.4M -$241K -4,033 -0.9%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$26.8M -$19.6M -327,726 -42%
KL
50
KWMG LLC
Kansas
$26.7M +$988K +16,542 +4%
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