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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 %
OWA
626
Oak Wealth Advisors
Illinois
$218K – – –
VA
627
VestGen Advisors
Illinois
$218K +$218K +3,641 New
AFP
628
Ausdal Financial Partners
Iowa
$214K +$214K +3,581 New
RWP
629
Revolve Wealth Partners
New Jersey
$212K +$212K +3,556 New
PMG
630
Private Management Group
California
$212K +$212K +3,552 New
VCA
631
Verdence Capital Advisors
Maryland
$212K +$239 +4 +0.1%
ICM
632
Intrepid Capital Management
Florida
$211K +$119 +2 +0.1%
PP
633
PDS Planning
Ohio
$211K +$418 +7 +0.2%
SF
634
Safeguard Financial
Wisconsin
$211K -$6.1K -102 -3%
BFA
635
Benningfield Financial Advisors
California
$210K +$210K +3,519 New
RFC
636
Regions Financial Corp
Alabama
$210K – – –
PIA
637
Perennial Investment Advisors
California
$208K – – –
First Manhattan
638
First Manhattan
New York
$207K – – –
GA
639
Goldstein Advisors
Wisconsin
$207K -$25.3K -424 -11%
FIC
640
Family Investment Center
Missouri
$206K -$39.6K -662 -16%
FFA
641
First Foundation Advisors
California
$206K – – –
PIM
642
Penobscot Investment Management
Massachusetts
$206K – – –
BAM
643
Belpointe Asset Management
Nevada
$205K – – –
FCA
644
Fortis Capital Advisors
Kansas
$205K – – –
BB
645
Busey Bank
Illinois
$205K – – –
PHWM
646
Pine Harbor Wealth Management
Maryland
$203K +$120 +2 +0.1%
MHWM
647
Montz Harcus Wealth Management
Louisiana
$201K +$201K +3,370 New
KSB
648
Kennebec Savings Bank
Maine
$191K -$2.81K -47 -1%
WT
649
Whittier Trust
California
$185K – – –
IA
650
IFP Advisors
Florida
$184K +$53.2K +891 +41%
24 25
26
27 28