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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 %
FA
651
FF Advisors
California
$202K +$202K +3,171 New
WT
652
Whittier Trust
California
$197K – – –
OC
653
Oakworth Capital
Alabama
$196K – – –
Franklin Resources
654
Franklin Resources
California
$192K +$446 +7 +0.2%
HCM
655
Hollencrest Capital Management
California
$182K – – –
ACA
656
Aptus Capital Advisors
Alabama
$178K -$7.01K -110 -4%
HNB
657
Huntington National Bank
Ohio
$174K -$49.5K – –
RTL
658
Red Tortoise LLC
Georgia
$171K – – –
AWM
659
AE Wealth Management
Kansas
$165K +$49.1K +771 +42%
CMP
660
Coston McIsaac & Partners
Maine
$163K +$64 +1 +0%
AssetMark Inc
661
AssetMark Inc
California
$159K +$23.1K +362 +17%
SC
662
Sawyer & Company
Massachusetts
$156K – – –
WWM
663
Woodside Wealth Management
Massachusetts
$155K – – –
CIBC Private Wealth Group
664
CIBC Private Wealth Group
Georgia
$153K -$46.4K -728 -23%
BF
665
BOK Financial
Oklahoma
$153K +$153K +2,395 New
NOI
666
Newton One Investments
Delaware
$147K +$191 +3 +0.1%
SPIA
667
Steward Partners Investment Advisory
New York
$140K +$5.54K +87 +4%
PWA
668
Provenance Wealth Advisors
Florida
$136K – – –
WSFS
669
Wilmington Savings Fund Society
Delaware
$134K – – –
IA
670
IFP Advisors
Florida
$130K -$66.3K -1,040 -34%
TWD
671
True Wealth Design
Ohio
$126K – – –
SC
672
SouthState Corp
Florida
$120K +$12.4K +195 +12%
TFM
673
TFC Financial Management
Massachusetts
$117K – – –
BL
674
BFSG LLC
California
$114K – – –
Fifth Third Bancorp
675
Fifth Third Bancorp
Ohio
$113K – – –
25 26
27
28 29