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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 %
RWA
701
Redmont Wealth Advisors
Illinois
$45.5K +$45.5K +762 New
PCFFS
702
Pacific Center for Financial Services
California
$44K – – –
GSWM
703
Golden State Wealth Management
California
$43.6K +$43.6K +729 New
RWM
704
Rialto Wealth Management
New York
$40.9K -$1.97K -33 -5%
RPCA
705
Running Point Capital Advisors
California
$37.8K – – –
FUBT
706
First United Bank & Trust
Maryland
$37.3K -$2.99K -50 -7%
PWMG
707
Private Wealth Management Group
New Jersey
$36.1K – – –
1L
708
10Elms LLP
Oklahoma
$32.9K – – –
HFS
709
Hughes Financial Services
Virginia
$30.3K +$30.3K +505 New
TCM
710
Tradewinds Capital Management
Washington
$26.3K – – –
SIC
711
Salem Investment Counselors
North Carolina
$26.1K – – –
FWP
712
FAS Wealth Partners
Kansas
$25.8K – – –
FHA
713
First Horizon Advisors
Tennessee
$25.6K – – –
PS
714
Principal Securities
Iowa
$25.1K – – –
RMP
715
Richards, Merrill & Peterson
Washington
$24.4K +$60 +1 +0.2%
OP
716
ORG Partners
Indiana
$23.2K – – –
GG
717
Gleason Group
Kentucky
$22.3K +$60 +1 +0.3%
HR
718
Howe & Rusling
New York
$21.1K -$49.6K -830 -70%
TRCT
719
Tower Research Capital (TRC)
New York
$21K -$81.9K -1,370 -80%
ACA
720
American Capital Advisory
Idaho
$20.9K – – –
CCMI
721
Creative Capital Management Investments
California
$20.5K +$20.5K +343 New
BSB
722
Bangor Savings Bank
Maine
$19.1K +$19.1K +320 New
OA
723
Operose Advisors
Wisconsin
$16.3K +$16.3K +272 New
SFC
724
SYM Financial Corp
Indiana
$15.2K – – –
ACA
725
Atlas Capital Advisors
Wyoming
$15.1K – – –
27 28
29
30 31