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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 %
VA
626
VestGen Advisors
Illinois
$232K – – –
NAM
627
NorthCrest Asset Manangement
Minnesota
$232K +$232K +3,516 New
FWS
628
FinDec Wealth Services
California
$229K -$220K -3,452 -49%
WCM
629
Winebrenner Capital Management
Kentucky
$227K +$227K +3,567 New
RWP
630
Revolve Wealth Partners
New Jersey
$227K – – –
TSS
631
Two Sigma Securities
New York
$226K +$226K +3,548 New
PP
632
PDS Planning
Ohio
$225K +$637 +10 +0.3%
MHWM
633
Montz Harcus Wealth Management
Louisiana
$225K +$10.4K +164 +5%
BFA
634
Benningfield Financial Advisors
California
$224K – – –
RFC
635
Regions Financial Corp
Alabama
$224K – – –
GRP
636
Global Retirement Partners
California
$224K +$224K +3,511 New
RIP
637
RAM Investment Partners
Washington
$221K -$129K -2,025 -37%
NLWP
638
Next Level Wealth Planning
Idaho
$221K +$221K +3,469 New
First Manhattan
639
First Manhattan
New York
$221K – – –
FIC
640
Family Investment Center
Missouri
$220K – – –
PMG
641
Private Management Group
California
$220K -$6.69K -105 -3%
FFA
642
First Foundation Advisors
California
$219K – – –
PIM
643
Penobscot Investment Management
Massachusetts
$219K – – –
BAM
644
Belpointe Asset Management
Nevada
$219K – – –
FCA
645
Fortis Capital Advisors
Kansas
$219K – – –
BB
646
Busey Bank
Illinois
$219K – – –
HWMC
647
Heritage Wealth Management (California)
California
$218K +$218K +3,425 New
PIA
648
Perennial Investment Advisors
California
$216K -$6.37K -100 -3%
GA
649
Goldstein Advisors
Wisconsin
$209K -$11.5K -180 -5%
BWP
650
BSW Wealth Partners
Colorado
$209K +$209K +3,282 New
24 25
26
27 28