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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 %
APP
576
Avantax Planning Partners
Iowa
$305K – – –
APC
577
Asset Planning Corporation
Tennessee
$303K – – –
ACP
578
Aveo Capital Partners
Colorado
$301K -$9.81K -166 -3%
TCM
579
Towneley Capital Management
California
$301K -$5.56K -93 -2%
WCP
580
Wick Capital Partners
Pennsylvania
$300K – – –
MSF
581
Mustard Seed Financial
Arkansas
$300K +$359 +6 +0.1%
FF
582
Francis Financial
$299K -$37.2K -622 -11%
BAAM
583
Baker Avenue Asset Management
California
$298K – – –
DI
584
Disciplined Investments
Oklahoma
$297K – – –
MAMG
585
Milestone Asset Management Group
Connecticut
$296K +$358 +6 +0.1%
SG
586
StoneX Group
New York
$293K +$293K +4,906 New
LRIA
587
Leonard Rickey Investment Advisors
Washington
$290K +$290K +5,200 New
MWM
588
Meritas Wealth Management
California
$288K – – –
ST
589
Smithfield Trust
Pennsylvania
$287K +$2.09K +35 +0.7%
PCIA
590
Prime Capital Investment Advisors
Kansas
$286K +$50.3K +841 +21%
BFPW
591
BOK Financial Private Wealth
Colorado
$286K -$120 -2 -0%
SAG
592
SageView Advisory Group
California
$285K +$9.02K +151 +3%
AWA
593
Arbor Wealth Advisors
Michigan
$285K – – –
AFA
594
Avant Financial Advisors
Texas
$281K – – –
BEAM
595
Baker Ellis Asset Management
Washington
$279K +$279K +4,671 New
SW
596
SteelPeak Wealth
California
$277K – – –
CA
597
Cornerstone Advisory
Maryland
$274K – – –
FRA
598
Frank Rimerman Advisors
California
$274K – – –
M&T Bank
599
M&T Bank
New York
$271K – – –
S
600
SignatureFD
Georgia
$270K -$301K -5,036 -53%
22 23
24
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