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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

755 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, 339 increasing their positions, 214 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+10
Holders Change %
+1.34%
% of All Funds
10.12%
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
339
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 %
XPN
551
XY Planning Network
Montana
$363K +$118K +1,847 +48%
MF
552
Montis Financial
Massachusetts
$362K +$11.3K +177 +3%
MEAC
553
M.E. Allison & Co
Texas
$361K – – –
BPFA
554
Barnes Pettey Financial Advisors
Mississippi
$361K +$361K +5,664 New
LA
555
Lynch & Associates
Indiana
$360K +$23.8K +374 +7%
EFA
556
Edge Financial Advisors
Illinois
$359K +$359K +5,603 New
SWM
557
Silverlake Wealth Management
Vermont
$354K +$354K +5,559 New
AIS
558
Accredited Investor Services
Minnesota
$354K – – –
JIC
559
Joel Isaacson & Co
New York
$354K -$150K -2,361 -30%
FA
560
Flagstar Advisors
New York
$351K -$162K -2,550 -32%
AG
561
Ascent Group
Virginia
$349K – – –
FAIM
562
Financial Advocates Investment Management
Washington
$347K +$347K +5,452 New
SCA
563
Snowden Capital Advisors
New York
$346K -$65.5K -1,028 -16%
AW
564
Atlas Wealth
Ohio
$344K -$35.3K -546 -9%
HWM
565
HB Wealth Management
Georgia
$340K – – –
HWA
566
Heartwood Wealth Advisors
Virginia
$338K – – –
MSF
567
Mustard Seed Financial
Arkansas
$336K +$15.5K +243 +5%
CWP
568
Cyndeo Wealth Partners
Florida
$333K +$6.95K +109 +2%
HA
569
Hanover Advisors
South Carolina
$332K -$26.5K -416 -7%
CB
570
Cadence Bank
Mississippi
$332K – – –
LRIA
571
Leonard Rickey Investment Advisors
Washington
$331K – – –
PTC
572
Private Trust Company
Ohio
$328K -$5.03K -79 -2%
APP
573
Avantax Planning Partners
Iowa
$325K – – –
APC
574
Asset Planning Corporation
Tennessee
$323K – – –
SIAG
575
Safeguard Investment Advisory Group
California
$320K -$90.2K -1,415 -22%
21 22
23
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