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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.

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
1
Creative Planning
Kansas
$1.29B
2
Bank of America
2
Bank of America
North Carolina
$396M
3
WTB
3
Washington Trust Bank
Washington
$50.2M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$196M
5
RFP
5
Root Financial Partners
California
$35.6M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$0
2
FCI
2
Financial Counselors Inc
Kansas
$0
3
GVAG
3
Great Valley Advisor Group
Delaware
$1.17M
4
DP
4
Divergent Planning
Maryland
$22.1M
5
Northern Trust
5
Northern Trust
Illinois
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
676
Compass Planning Associates
Massachusetts
$112K +$318 +5 +0.3%
CMBA
677
C.M. Bidwell & Associates
Hawaii
$110K -$46.9K -736 -30%
AP
678
Aspect Partners
Virginia
$109K – – –
NRWA
679
North Ridge Wealth Advisors
Oregon
$108K – – –
FG
680
Fairman Group
Pennsylvania
$99.3K +$255 +4 +0.3%
CFFP
681
Center for Financial Planning
Michigan
$96.7K – – –
Kayne Anderson Rudnick Investment Management
682
Kayne Anderson Rudnick Investment Management
California
$96.6K +$96.6K +1,517 New
GWM
683
Geneos Wealth Management
Colorado
$90.2K -$391K -6,138 -81%
CTC
684
Central Trust Company
Missouri
$87.6K – – –
GTAM
685
Global Trust Asset Management
Florida
$84.9K +$72K +1,130 +557%
LBC
686
Lowe Brockenbrough & Co
Virginia
$79.6K +$79.6K +1,250 New
T
687
Transce3nd
Texas
$76.6K – – –
HNB
688
Hilltop National Bank
Wyoming
$70.7K +$70.7K +1,109 New
PAM
689
Parvin Asset Management
South Dakota
$70.1K – – –
PGAM
690
Princeton Global Asset Management
New Jersey
$68.2K – – –
PS
691
Principal Securities
Iowa
$65.6K +$41K +644 +167%
SN
692
Sittner & Nelson
Oregon
$65K – – –
BGWM
693
Bridge Generations Wealth Management
Florida
$64.7K – – –
GWANC
694
Guardian Wealth Advisors (North Carolina)
North Carolina
$63.7K – – –
FDCP
695
Foster Dykema Cabot & Partners
Massachusetts
$58.5K – – –
NS
696
NBC Securities
Alabama
$58K – – –
Russell Investments Group
697
Russell Investments Group
United Kingdom
$57.8K +$57.8K +907 New
DFA
698
DHJJ Financial Advisors
Illinois
$54.4K – – –
BlackRock
699
BlackRock
New York
$54.3K +$54.2K +851 +85,100%
UFAC
700
Urban Financial Advisory Corp
Illinois
$53.5K – – –
26 27
28
29 30