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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

750 hedge funds and large institutions have $7.99B invested in Dimensional US Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 337 increasing their positions, 211 reducing their positions, and 34 closing their positions.

Holders
750
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
10.07%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.28%
New
62
Increased
337
Reduced
211
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.29B
2
MT
2
Midwest Trust
Kansas
$119M
3
PFG
3
Premier Financial Group
California
$76.3M
4
Bank of America
4
Bank of America
North Carolina
$396M
5
WTB
5
Washington Trust Bank
Washington
$50.2M

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 Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$26.9M 407,632 +18,215 +5%
HWMT
52
Heritage Wealth Management (Texas)
Texas
$26M 408,772 +59,384 +17%
PFM
53
Phillips Financial Management
Indiana
$25.8M 404,277 +29,612 +8%
ACC
54
Acorn Creek Capital
Colorado
$25.5M 400,455 +255,554 +176%
Comerica Bank
55
Comerica Bank
Texas
$25.4M 398,094 +7,616 +2%
FC
56
Financial Consulate
Maryland
$25.3M 397,666 +43,017 +12%
BFG
57
Bouchey Financial Group
New York
$25.1M 394,009 +3,237 +0.8%
TWM
58
Tanager Wealth Management
United Kingdom
$24.8M 388,887 -10,965 -3%
FG
59
Foster Group
Iowa
$24.4M 383,457 -19,429 -5%
DF
60
DecisionPoint Financial
Arizona
$24.1M 373,022 +25,324 +7%
CL
61
Choreo LLC
Illinois
$24.1M 377,509 -38,762 -9%
Osaic Holdings
62
Osaic Holdings
Arizona
$23.9M 371,999 +3,655 +1%
FNT
63
First National Trust
Pennsylvania
$23.2M 364,218 +1,163 +0.3%
MSWMA
64
Market Street Wealth Management Advisors
Indiana
$22.3M 350,640 -610 -0.2%
DP
65
Divergent Planning
Maryland
$22.1M 341,545 -130,025 -28%
EWA
66
EP Wealth Advisors
California
$22.1M 346,275 +4,979 +1%
DEM
67
Disciplined Equity Management
Florida
$21.5M 337,442 +55,346 +20%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$21.4M 335,882 +37,860 +13%
HWMG
69
Hurlow Wealth Management Group
Indiana
$21.4M 335,322 +31,026 +10%
PCI
70
Planning Center Inc
Illinois
$21.3M 334,148 +22,178 +7%
NHT
71
New Hampshire Trust
New Hampshire
$20.9M 328,629 +12,598 +4%
THL
72
Tillman Hartley LLC
Colorado
$20.7M 324,881 -35,819 -10%
JTWM
73
Jackson Thornton Wealth Management
Alabama
$20.5M 313,707 +5,257 +2%
MPW
74
MASECO Private Wealth
$20.4M 320,679 +320,679 New
YAL
75
Your Advocates Ltd
Texas
$20.4M 320,429 +19,820 +7%
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