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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
1
Creative Planning
Kansas
$1.01B
2
Northern Trust
2
Northern Trust
Illinois
$476M
3
FC
3
Financial Consulate
Maryland
$21.2M
4
Brown Advisory
4
Brown Advisory
Maryland
$55.4M
5
RFP
5
Root Financial Partners
California
$15.5M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$5.63M
2
EFP
2
Elser Financial Planning
Indiana
$1.16M
3
IFA
3
Index Fund Advisors
California
$350M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$26.8M
5
I
5
INVST
Indiana
$6.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
526
Fort Point Capital Partners
California
$418K – – –
MW
527
Marcum Wealth
Ohio
$406K +$896 +15 +0.2%
SEA
528
Stegent Equity Advisors
Texas
$405K -$3.05K -51 -0.7%
CW
529
CreativeOne Wealth
Kansas
$405K +$405K +6,778 New
LGWM
530
Litman Gregory Wealth Management
California
$405K – – –
SSW
531
Stone Summit Wealth
Florida
$403K -$22.1K -370 -5%
DPI
532
Diversified Portfolios Inc
Michigan
$402K +$22.7K +380 +6%
MAS
533
MPWM Advisory Solutions
Georgia
$397K +$239 +4 +0.1%
PA
534
Parallel Advisors
California
$396K -$4.48K -75 -1%
BJL
535
Brighton Jones LLC
Washington
$395K – – –
BFA
536
Bill Few Associates
Pennsylvania
$393K – – –
Empower Advisory Group
537
Empower Advisory Group
Colorado
$393K -$5.38K -90 -1%
MWC
538
MBM Wealth Consultants
Missouri
$389K -$9.68K -162 -2%
FS
539
Financial Symmetry
North Carolina
$389K +$15.7K +262 +4%
CSI
540
Cross Staff Investments
New York
$388K – – –
SCA
541
Snowden Capital Advisors
New York
$386K -$3.05K -51 -0.8%
DT
542
Diversified Trust
Tennessee
$386K -$272K -4,556 -41%
SIAG
543
Safeguard Investment Advisory Group
California
$384K -$10.1K -169 -3%
WT
544
Washington Trust
Rhode Island
$383K – – –
BMCM
545
Bryn Mawr Capital Management
Pennsylvania
$379K +$379K +6,340 New
KF
546
K2 Financial
California
$368K +$15K +275 +4%
MWM
547
MBE Wealth Management
Wisconsin
$364K +$112K +1,881 +45%
ANB
548
Amarillo National Bank
Texas
$363K – – –
HH
549
Hilltop Holdings
Texas
$360K +$30.7K +513 +9%
CCG
550
Catalina Capital Group
California
$351K +$18.8K +314 +6%
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