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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 %
MSWA
701
Marshall & Sterling Wealth Advisors
New York
$49.7K +$64 +1 +0.1%
SRCM
702
Signature Resources Capital Management
California
$49.6K – – –
CA
703
CoreCap Advisors
Michigan
$49.6K +$43.3K +679 +686%
FCT
704
First Community Trust
Iowa
$47.8K -$47.7K -749 -50%
PCFFS
705
Pacific Center for Financial Services
California
$46.9K – – –
GSWM
706
Golden State Wealth Management
California
$46.6K +$128 +2 +0.3%
BIG
707
Brooklyn Investment Group
New York
$46.4K +$46.4K +728 New
HFS
708
Hantz Financial Services
Michigan
$46K +$46K +728 New
RWM
709
Rialto Wealth Management
New York
$43.6K – – –
CCM
710
Chilton Capital Management
Texas
$43K -$94K -1,476 -69%
TCOV
711
Trust Company of Vermont
Vermont
$42.4K +$42.4K +665 New
RPCA
712
Running Point Capital Advisors
California
$40.3K – – –
PWMG
713
Private Wealth Management Group
New Jersey
$38.5K – – –
FUBT
714
First United Bank & Trust
Maryland
$37.3K -$2.55K -40 -6%
RFA
715
Reyes Financial Architecture
California
$35.6K +$35.6K +559 New
TCM
716
Tradewinds Capital Management
Washington
$28K – – –
CF
717
Conquis Financial
California
$27.9K -$152K -2,389 -85%
SIC
718
Salem Investment Counselors
North Carolina
$27.8K – – –
FWP
719
FAS Wealth Partners
Kansas
$27.5K – – –
HFS
720
Hughes Financial Services
Virginia
$27.4K -$5.15K -80 -16%
FHA
721
First Horizon Advisors
Tennessee
$27.3K – – –
OP
722
ORG Partners
Indiana
$25K – – –
GG
723
Gleason Group
Kentucky
$23.8K +$64 +1 +0.3%
PC
724
Promus Capital
Illinois
$22.6K +$22.6K +355 New
HR
725
Howe & Rusling
New York
$22.5K – – –
27 28
29
30 31