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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 %
SFG
501
Seamount Financial Group
Colorado
$524K +$524K +8,223 New
CT
502
Colonial Trust
South Carolina
$520K – – –
RSWM
503
Robertson Stephens Wealth Management
California
$516K +$22.5K +353 +5%
WWM
504
Western Wealth Management
Colorado
$516K +$5.54K +87 +1%
CMAI
505
Capital Management Associates Inc
Minnesota
$507K -$507K -7,954 -50%
IA
506
Integrity Alliance
Iowa
$502K +$53.7K +843 +12%
PP
507
PrairieView Partners
Minnesota
$497K – – –
AFGAS
508
Allegiance Financial Group Advisory Services
Virginia
$493K -$20.8K -326 -4%
NRI
509
NFP Retirement Inc
California
$485K +$2.61K +41 +0.5%
SAM
510
S.A. Mason
Michigan
$482K +$2.42K +38 +0.5%
FS
511
Financial Symmetry
North Carolina
$470K +$55.7K +874 +13%
OC
512
Oppenheimer & Co
New York
$467K – – –
CW
513
CreativeOne Wealth
Kansas
$447K +$14.8K +232 +3%
FPCP
514
Fort Point Capital Partners
California
$446K – – –
KF
515
K2 Financial
California
$442K +$7.65K +119 +2%
SIA
516
Sovereign Investment Advisors
Arizona
$437K +$437K +6,862 New
WT
517
Washington Trust
Rhode Island
$435K +$26.4K +415 +6%
BFA
518
Beacon Financial Advisory
Ohio
$433K -$125K -1,961 -22%
SEA
519
Stegent Equity Advisors
Texas
$432K – – –
LGWM
520
Litman Gregory Wealth Management
California
$431K – – –
SSW
521
Stone Summit Wealth
Florida
$429K – – –
GS
522
GWN Securities
Florida
$426K +$84.9K +1,331 +25%
MAS
523
MPWM Advisory Solutions
Georgia
$423K +$319 +5 +0.1%
WA
524
Waverly Advisors
Alabama
$423K -$144K -2,260 -25%
HH
525
Hilltop Holdings
Texas
$421K +$37.1K +583 +10%
19 20
21
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