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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 %
UBS Group
26
UBS Group
Switzerland
$52.1M +$6.06M +95,128 +13%
WTB
27
Washington Trust Bank
Washington
$50.2M +$50.2M +788,022 New
FPAS
28
Focus Partners Advisor Solutions
Missouri
$49.9M -$416K -6,535 -0.8%
DPW
29
DiNuzzo Private Wealth
Pennsylvania
$46.5M +$1.66M +26,038 +4%
Raymond James Financial
30
Raymond James Financial
Florida
$45.6M +$4.97M +78,029 +12%
SCM
31
Stordahl Capital Management
Colorado
$45.1M +$238K +3,729 +0.5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$42.6M -$1.01M -15,796 -2%
CPIG
33
Chicago Partners Investment Group
Illinois
$41.4M +$1.04M +15,577 +3%
WMN
34
Wealth Management Nebraska
Nebraska
$40.6M +$6.32M +102,254 +18%
Corient Private Wealth
35
Corient Private Wealth
Florida
$39.8M -$3.15M -49,383 -7%
BFG
36
Bleakley Financial Group
New Jersey
$37.6M +$6.2M +97,253 +20%
BHWM
37
Beaird Harris Wealth Management
Texas
$36.9M +$589K +9,252 +2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$36.7M +$8.11M +127,292 +28%
DFS
39
Dixon Fnancial Services
California
$36.6M -$66.4K -1,043 -0.2%
SWA
40
Sax Wealth Advisors
New Jersey
$36.2M +$967K +15,181 +3%
RFP
41
Root Financial Partners
California
$35.6M +$19.1M +299,957 +116%
Cerity Partners
42
Cerity Partners
New York
$35M +$4.73M +74,197 +16%
MWM
43
Modera Wealth Management
New Jersey
$34.9M -$1.18M -18,507 -3%
Mariner
44
Mariner
Kansas
$32.3M +$4.41M +69,232 +16%
DC
45
Davenport & Co
Virginia
$31.1M +$4.91M +77,088 +19%
AAM
46
Austin Asset Management
Texas
$30.5M +$1.1M +17,314 +4%
Truist Financial
47
Truist Financial
North Carolina
$30.3M -$2.92M -45,850 -9%
KL
48
KWMG LLC
Kansas
$29.3M +$815K +12,796 +3%
SFA
49
Sequoia Financial Advisors
Ohio
$29.2M -$1.08M -16,931 -4%
HIG
50
Heritage Investment Group
Florida
$28.8M -$452K -7,094 -2%
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