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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 %
GT
551
Glenview Trust
Kentucky
$351K – – –
AW
552
Atlas Wealth
Ohio
$350K -$23.1K -387 -6%
AA
553
Ancora Advisors
Ohio
$347K – – –
SRC
554
Sage Rhino Capital
California
$345K – – –
QHA
555
Quarry Hill Advisors
Minnesota
$342K – – –
VCM
556
Versant Capital Management
Arizona
$341K – – –
SWMG
557
Signature Wealth Management Group
Georgia
$340K -$32.3K -541 -9%
MEAC
558
M.E. Allison & Co
Texas
$339K +$23.9K +400 +8%
HA
559
Hanover Advisors
South Carolina
$336K – – –
AIS
560
Accredited Investor Services
Minnesota
$332K +$3.17K +53 +1%
MFS
561
McNamara Financial Services
Massachusetts
$331K +$331K +5,547 New
MF
562
Montis Financial
Massachusetts
$329K +$5.92K +99 +2%
VWA
563
Visionary Wealth Advisors
Illinois
$329K -$37.2K -622 -10%
RIP
564
RAM Investment Partners
Washington
$328K +$328K +5,495 New
AG
565
Ascent Group
Virginia
$327K +$60 +1 +0%
HWM
566
HB Wealth Management
Georgia
$319K -$15.2K -255 -5%
GS
567
GWN Securities
Florida
$319K +$319K +5,343 New
HWA
568
Heartwood Wealth Advisors
Virginia
$317K – – –
LA
569
Lynch & Associates
Indiana
$315K +$20.9K +349 +7%
PMIM
570
Prudent Man Investment Management
Colorado
$314K – – –
PTC
571
Private Trust Company
Ohio
$312K -$89K -1,489 -22%
CB
572
Cadence Bank
Mississippi
$311K -$16.4K -275 -5%
AAS
573
Ameritas Advisory Services
Nebraska
$308K -$1.46K -24 -0.5%
ATC
574
Argent Trust Co
Tennessee
$306K – – –
CWP
575
Cyndeo Wealth Partners
Florida
$306K -$30.6K -512 -9%
21 22
23
24 25