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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 %
PF
501
PlanWiser Financial
Colorado
$499K +$499K +8,438 New
ME
502
McIlrath & Eck
Washington
$490K +$270K +4,525 +123%
CT
503
Colonial Trust
South Carolina
$487K +$353K +5,906 +262%
SA
504
Sincerus Advisory
New York
$486K -$4.24K -71 -0.9%
GWP
505
Gateway Wealth Partners
Wisconsin
$486K – – –
AFGAS
506
Allegiance Financial Group Advisory Services
Virginia
$482K +$478 +8 +0.1%
FA
507
Flagstar Advisors
New York
$481K +$85.2K +1,426 +22%
SCM
508
Sollinda Capital Management
Florida
$479K +$171K +2,867 +56%
WWM
509
Western Wealth Management
Colorado
$478K +$53.5K +895 +13%
AWA
510
Acorn Wealth Advisors
Michigan
$474K +$11.8K +198 +3%
JIC
511
Joel Isaacson & Co
New York
$473K -$2.87K -48 -0.6%
CIAS
512
Capital Investment Advisory Services
North Carolina
$471K +$133K +2,234 +40%
PP
513
PrairieView Partners
Minnesota
$466K -$12.5K -209 -3%
RSWM
514
Robertson Stephens Wealth Management
California
$462K +$65.6K +1,097 +17%
NRI
515
NFP Retirement Inc
California
$453K +$5.32K +89 +1%
GWM
516
Geneos Wealth Management
Colorado
$451K +$190K +3,175 +73%
SAM
517
S.A. Mason
Michigan
$450K -$14K -235 -3%
WWA
518
Wingate Wealth Advisors
Massachusetts
$443K -$9.86K -165 -2%
AWP
519
Accretive Wealth Partners
New Jersey
$440K +$59.8K +1,014 +16%
TCA
520
Transcend Capital Advisors
New Jersey
$439K +$439K +7,345 New
OC
521
Oppenheimer & Co
New York
$438K -$2.99K -50 -0.7%
WCM
522
Wealthcare Capital Management
Virginia
$425K -$2.63K -44 -0.6%
BAWC
523
Boyce & Associates Wealth Consulting
Texas
$424K -$50.7K -849 -11%
FWS
524
FinDec Wealth Services
California
$421K -$2.33M -39,048 -85%
IA
525
Integrity Alliance
Iowa
$421K +$421K +7,038 New
19 20
21
22 23