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 %
Fifth Third Bancorp
676
Fifth Third Bancorp
Ohio
$106K – – –
CPA
677
Compass Planning Associates
Massachusetts
$105K +$239 +4 +0.2%
AP
678
Aspect Partners
Virginia
$102K – – –
SC
679
SouthState Corp
Florida
$101K +$101K +1,692 New
FG
680
Fairman Group
Pennsylvania
$101K +$195 +3 +0.2%
NRWA
681
North Ridge Wealth Advisors
Oregon
$101K – – –
CA
682
Continuum Advisory
Idaho
$99.4K – – –
BCWM
683
Bartlett & Co Wealth Management
Ohio
$98.3K – – –
CFFP
684
Center for Financial Planning
Michigan
$90.7K – – –
FCT
685
First Community Trust
Iowa
$89.6K – – –
CTC
686
Central Trust Company
Missouri
$82.1K +$1.31K +22 +2%
RI
687
Ridgewood Investments
New Jersey
$79.9K – – –
PAM
688
Parvin Asset Management
South Dakota
$65.7K – – –
T
689
Transce3nd
Texas
$65K -$65K -1,192 -50%
PGAM
690
Princeton Global Asset Management
New Jersey
$63.9K – – –
SN
691
Sittner & Nelson
Oregon
$61K +$13.9K +233 +30%
BGWM
692
Bridge Generations Wealth Management
Florida
$60.6K – – –
GWANC
693
Guardian Wealth Advisors (North Carolina)
North Carolina
$59.8K – – –
FDCP
694
Foster Dykema Cabot & Partners
Massachusetts
$54.9K – – –
NS
695
NBC Securities
Alabama
$54K +$54K +913 New
DFA
696
DHJJ Financial Advisors
Illinois
$51K – – –
UFAC
697
Urban Financial Advisory Corp
Illinois
$50.1K – – –
HNB
698
Huntington National Bank
Ohio
$49.5K -$54.7K – –
MSWA
699
Marshall & Sterling Wealth Advisors
New York
$46.6K -$60 -1 -0.1%
SRCM
700
Signature Resources Capital Management
California
$46.5K – – –
26 27
28
29 30