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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 %
GWP
526
Gateway Wealth Partners
Wisconsin
$419K -$98.7K -1,549 -19%
BFA
527
Bill Few Associates
Pennsylvania
$419K – – –
Empower Advisory Group
528
Empower Advisory Group
Colorado
$419K – – –
BJL
529
Brighton Jones LLC
Washington
$417K -$4.4K -69 -1%
BAWC
530
Boyce & Associates Wealth Consulting
Texas
$415K -$37.9K -595 -8%
SW
531
SVB Wealth
Massachusetts
$414K -$354K -5,559 -46%
CSI
532
Cross Staff Investments
New York
$414K – – –
DT
533
Diversified Trust
Tennessee
$411K – – –
BMCM
534
Bryn Mawr Capital Management
Pennsylvania
$407K +$3.38K +53 +0.8%
AWP
535
Accretive Wealth Partners
New Jersey
$404K -$71.1K -1,116 -15%
MFWP
536
Mosaic Family Wealth Partners
Missouri
$396K -$404K -6,349 -51%
MWM
537
MBE Wealth Management
Wisconsin
$395K +$7.01K +110 +2%
ANB
538
Amarillo National Bank
Texas
$387K – – –
MWC
539
MBM Wealth Consultants
Missouri
$386K -$28.2K -443 -7%
VT
540
Vise Technologies
New York
$376K +$376K +5,900 New
OSAM
541
O'Shaughnessy Asset Management
Connecticut
$373K +$87.9K +1,380 +31%
SPC
542
Sigma Planning Corp
Michigan
$372K -$219K -3,431 -37%
ST
543
Smithfield Trust
Pennsylvania
$371K +$64.2K +1,005 +21%
AA
544
Ancora Advisors
Ohio
$370K – – –
AWA
545
Acorn Wealth Advisors
Michigan
$370K -$135K -2,126 -27%
PA
546
Parallel Advisors
California
$369K -$53.3K -836 -13%
SRC
547
Sage Rhino Capital
California
$368K – – –
AAS
548
Ameritas Advisory Services
Nebraska
$367K +$44.2K +694 +14%
VWA
549
Visionary Wealth Advisors
Illinois
$366K +$15.1K +237 +4%
QHA
550
Quarry Hill Advisors
Minnesota
$364K – – –
20 21
22
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