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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 %
FAT
476
First American Trust
California
$634K +$634K +9,950 New
CWM
477
Congress Wealth Management
Massachusetts
$624K +$64 +1 +0%
Betterment LLC
478
Betterment LLC
New York
$623K +$36.1K +567 +6%
DPI
479
Diversified Portfolios Inc
Michigan
$623K +$194K +3,045 +45%
AWP
480
Abacus Wealth Partners
California
$611K – – –
MWPCG
481
Measured Wealth Private Client Group
New Hampshire
$606K -$18.8K -295 -3%
KCPG
482
Kavar Capital Partners Group
Kansas
$591K – – –
EGWAG
483
Elwood & Goetz Wealth Advisory Group
Georgia
$590K +$50.8K +797 +9%
AWM
484
Avior Wealth Management
Nebraska
$588K -$510 -8 -0.1%
CIAS
485
Capital Investment Advisory Services
North Carolina
$587K +$85.1K +1,335 +17%
PFBT
486
Parkside Financial Bank & Trust
Missouri
$585K +$64 +1 +0%
CIA
487
Cladis Investment Advisory
Montana
$584K +$64 +1 +0%
WPW
488
Watershed Private Wealth
Illinois
$579K -$12.2K -192 -2%
WCG
489
Weaver Consulting Group
California
$571K – – –
EW
490
Evoke Wealth
California
$570K – – –
KeyBank National Association
491
KeyBank National Association
Ohio
$570K – – –
PC
492
Peavine Capital
Nevada
$566K – – –
MIC
493
Meridian Investment Counsel
California
$561K – – –
PFA
494
Professional Financial Advisors
Nebraska
$560K +$1.53K +24 +0.3%
SFS
495
Sowell Financial Services
Arkansas
$555K -$62.9K -987 -10%
CIA
496
Capital Investment Advisors
Georgia
$552K -$61.5K -966 -10%
PWM
497
Perigon Wealth Management
California
$551K +$9.88K +155 +2%
SA
498
Sincerus Advisory
New York
$550K +$13.1K +199 +2%
PF
499
PlanWiser Financial
Colorado
$547K -$9.76K -148 -2%
LCWP
500
Legacy Capital Wealth Partners
Arkansas
$528K +$528K +8,282 New
18 19
20
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