DFAS icon

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 %
OC
651
Oakworth Capital
Alabama
$183K – – –
Franklin Resources
652
Franklin Resources
California
$180K +$418 +7 +0.2%
ACA
653
Aptus Capital Advisors
Alabama
$174K -$8.19K -137 -4%
HCM
654
Hollencrest Capital Management
California
$170K – – –
CF
655
Conquis Financial
California
$169K – – –
CIBC Private Wealth Group
656
CIBC Private Wealth Group
Georgia
$164K -$113K -2,152 -41%
RTL
657
Red Tortoise LLC
Georgia
$161K – – –
CMP
658
Coston McIsaac & Partners
Maine
$153K +$657 +11 +0.4%
CMBA
659
C.M. Bidwell & Associates
Hawaii
$147K -$62.1K -1,040 -30%
SC
660
Sawyer & Company
Massachusetts
$146K -$55.2K -925 -27%
WWM
661
Woodside Wealth Management
Massachusetts
$145K +$145K +2,433 New
PWAM
662
Private Wealth Asset Management
Iowa
$144K +$144K +2,405 New
NOI
663
Newton One Investments
Delaware
$138K +$120 +2 +0.1%
Bessemer Group
664
Bessemer Group
New Jersey
$131K +$131K +2,187 New
CCM
665
Chilton Capital Management
Texas
$129K +$129K +2,151 New
PWA
666
Provenance Wealth Advisors
Florida
$127K – – –
AssetMark Inc
667
AssetMark Inc
California
$127K -$51K -853 -29%
SPIA
668
Steward Partners Investment Advisory
New York
$126K -$39.5K -661 -24%
WSFS
669
Wilmington Savings Fund Society
Delaware
$125K -$137K -2,300 -52%
SIM
670
Synergy Investment Management
Florida
$122K – – –
QC
671
Quent Capital
New York
$122K +$5.8K +97 +5%
TWD
672
True Wealth Design
Ohio
$118K -$10.8K -180 -8%
TFM
673
TFC Financial Management
Massachusetts
$110K – – –
AWM
674
AE Wealth Management
Kansas
$109K +$32.5K +544 +43%
BL
675
BFSG LLC
California
$107K +$8.01K +134 +8%
25 26
27
28 29