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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 %
SIAG
576
Safeguard Investment Advisory Group
California
$320K -$90.2K -1,415 -22%
FF
577
Francis Financial
$319K – – –
BAAM
578
Baker Avenue Asset Management
California
$318K – – –
ATC
579
Argent Trust Co
Tennessee
$318K -$8.98K -141 -3%
DI
580
Disciplined Investments
Oklahoma
$317K – – –
MAMG
581
Milestone Asset Management Group
Connecticut
$317K +$382 +6 +0.1%
SWMG
582
Signature Wealth Management Group
Georgia
$315K -$47.1K -739 -13%
CWA
583
Canvas Wealth Advisors
Kansas
$314K -$292K -4,434 -48%
PMIM
584
Prudent Man Investment Management
Colorado
$314K – – –
ME
585
McIlrath & Eck
Washington
$308K -$214K -3,357 -41%
TP
586
Tranquility Partners
Tennessee
$308K +$21.9K +343 +8%
MWM
587
Meritas Wealth Management
California
$307K – – –
BFPW
588
BOK Financial Private Wealth
Colorado
$304K – – –
AWA
589
Arbor Wealth Advisors
Michigan
$304K – – –
AFA
590
Avant Financial Advisors
Texas
$300K – – –
CA
591
Cornerstone Advisory
Maryland
$296K – – –
SW
592
SteelPeak Wealth
California
$295K – – –
TWCA
593
Two West Capital Advisors
Kansas
$292K +$264 +4 +0.1%
FRA
594
Frank Rimerman Advisors
California
$292K +$64 +1 +0%
VWA
595
Valued Wealth Advisors
Utah
$291K -$467K -7,329 -62%
M&T Bank
596
M&T Bank
New York
$289K – – –
S
597
SignatureFD
Georgia
$288K – – –
TCM
598
Towneley Capital Management
California
$286K -$34.7K -544 -11%
RWM
599
RKL Wealth Management
Pennsylvania
$284K – – –
SAG
600
SageView Advisory Group
California
$277K -$37.8K -573 -12%
22 23
24
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