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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
10.13%
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
$1.29B
2
Bank of America
Bank of America
North Carolina
$396M
3
WTB
Washington Trust Bank
Washington
$50.2M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$196M
5
RFP
Root Financial Partners
California
$35.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$0
2
FCI
Financial Counselors Inc
Kansas
$0
3
GVAG
Great Valley Advisor Group
Delaware
$1.17M
4
DP
Divergent Planning
Maryland
$22.1M
5
Northern Trust
Northern Trust
Illinois
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
601
Summit Wealth Partners
Florida
$272K – – –
HIGP
602
Hill Investment Group Partners
Missouri
$272K – – –
WTA
603
Washington Trust Advisors
Massachusetts
$271K -$1.78K -28 -0.7%
DWM
604
Destination Wealth Management
California
$271K +$271K +4,259 New
WCP
605
Wick Capital Partners
Pennsylvania
$271K +$261K +132,319 +2,631%
PWA
606
Peterson Wealth Advisors
Utah
$267K -$956 -15 -0.4%
AFA
607
American Financial Advisors
Georgia
$265K +$446 +7 +0.2%
GWM
608
GDS Wealth Management
Texas
$261K – – –
TC
609
TownSquare Capital
Utah
$260K -$2.02M -31,778 -89%
SOAG
610
Silver Oak Advisory Group
Oregon
$257K – – –
BAM
611
BOS Asset Management
Illinois
$256K +$256K +4,017 New
NP
612
NorthRock Partners
Minnesota
$254K +$446 +7 +0.2%
RI
613
Ridgewood Investments
New Jersey
$253K +$168K +2,635 +197%
PCIA
614
Prime Capital Investment Advisors
Kansas
$251K -$53.6K -841 -18%
KSB
615
Kennebec Savings Bank
Maine
$251K +$47.4K +744 +23%
AIM
616
Advyzon Investment Management
Illinois
$247K +$247K +3,878 New
UB
617
UMB Bank
Missouri
$243K – – –
CFO
618
CVA Family Office
Colorado
$242K -$377K -5,914 -61%
T
619
Tableaux
Massachusetts
$241K +$241K +9,336 New
TFP
620
Tilia Fiduciary Partners
North Carolina
$237K +$4.84K +76 +2%
NC
621
North Capital
Utah
$237K +$637 +10 +0.3%
CJH
622
Christopher J. Hasenberg
Wisconsin
$236K +$236K +3,708 New
EIG
623
Ellenbecker Investment Group
Wisconsin
$235K +$191 +3 +0.1%
AFP
624
Ausdal Financial Partners
Iowa
$234K +$5.67K +89 +2%
OWA
625
Oak Wealth Advisors
Illinois
$232K – – –
23 24
25
26 27