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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 %
TP
601
Tranquility Partners
Tennessee
$268K +$14.5K +242 +6%
OSAM
602
O'Shaughnessy Asset Management
Connecticut
$268K -$28.5K -477 -10%
RWM
603
RKL Wealth Management
Pennsylvania
$266K – – –
SAM
604
Summit Asset Management
Tennessee
$257K -$54.6K -914 -18%
WTA
605
Washington Trust Advisors
Massachusetts
$256K +$3.76K +63 +1%
OSNBOA
606
Old Second National Bank of Aurora
Illinois
$256K – – –
SWP
607
Summit Wealth Partners
Florida
$255K – – –
HIGP
608
Hill Investment Group Partners
Missouri
$255K -$3.74M -62,670 -94%
AFA
609
American Financial Advisors
Georgia
$248K -$66.6K -1,115 -21%
GWM
610
GDS Wealth Management
Texas
$245K – – –
TWCA
611
Two West Capital Advisors
Kansas
$244K +$29.9K +541 +14%
SOAG
612
Silver Oak Advisory Group
Oregon
$241K – – –
BCM
613
BluePointe Capital Management
California
$241K +$4.9K +82 +2%
NW
614
NewEdge Wealth
Pennsylvania
$238K -$23.5K -393 -9%
NP
615
NorthRock Partners
Minnesota
$238K +$358 +6 +0.2%
GKWIM
616
Gerber Kawasaki Wealth & Investment Management
California
$232K +$9.62K +161 +4%
XPN
617
XY Planning Network
Montana
$230K +$1.91K +32 +0.8%
AL
618
ADE LLC
Maryland
$229K +$229K +3,838 New
UB
619
UMB Bank
Missouri
$228K – – –
PWA
620
Peterson Wealth Advisors
Utah
$226K +$226K +4,212 New
WGC
621
Watts Gwilliam & Co
Arizona
$222K +$179 +3 +0.1%
NC
622
North Capital
Utah
$222K +$222K +3,708 New
NPFS
623
Novak & Powell Financial Services
Florida
$221K +$25K +419 +13%
EIG
624
Ellenbecker Investment Group
Wisconsin
$220K +$179 +3 +0.1%
TFP
625
Tilia Fiduciary Partners
North Carolina
$218K +$23.4K +391 +12%
23 24
25
26 27