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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 %
CCFM
476
Clear Creek Financial Management
Washington
$579K +$579K +9,698 New
CIA
477
Capital Investment Advisors
Georgia
$576K +$36.4K +610 +7%
AWP
478
Abacus Wealth Partners
California
$573K -$41.9K -701 -7%
PFP
479
Pinnacle Financial Partners
Tennessee
$566K +$8.72K +146 +2%
Fisher Asset Management
480
Fisher Asset Management
Washington
$562K +$562K +9,413 New
RWM
481
Rockwood Wealth Management
Pennsylvania
$558K +$270K +4,513 +94%
KCPG
482
Kavar Capital Partners Group
Kansas
$554K +$538 +9 +0.1%
WPW
483
Watershed Private Wealth
Illinois
$554K – – –
SPC
484
Sigma Planning Corp
Michigan
$554K -$17.9K -299 -3%
AWM
485
Avior Wealth Management
Nebraska
$552K -$4.84K -81 -0.9%
Betterment LLC
486
Betterment LLC
New York
$551K -$140K -2,345 -20%
PFBT
487
Parkside Financial Bank & Trust
Missouri
$549K -$114K -1,910 -17%
CIA
488
Cladis Investment Advisory
Montana
$547K -$12K -200 -2%
Lido Advisors
489
Lido Advisors
California
$537K +$238K +3,982 +80%
WCG
490
Weaver Consulting Group
California
$536K +$223K +3,738 +72%
EW
491
Evoke Wealth
California
$535K – – –
KeyBank National Association
492
KeyBank National Association
Ohio
$534K – – –
WA
493
Waverly Advisors
Alabama
$532K +$198K +3,311 +59%
PC
494
Peavine Capital
Nevada
$531K – – –
MIC
495
Meridian Investment Counsel
California
$526K – – –
BFA
496
Beacon Financial Advisory
Ohio
$524K -$91.7K -1,535 -15%
PFA
497
Professional Financial Advisors
Nebraska
$524K +$1.14K +19 +0.2%
CWA
498
Canvas Wealth Advisors
Kansas
$514K +$282K +5,056 +122%
PWM
499
Perigon Wealth Management
California
$508K +$239 +4 +0%
EGWAG
500
Elwood & Goetz Wealth Advisory Group
Georgia
$506K – – –
18 19
20
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