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.

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 %
Mariner
51
Mariner
Kansas
$26.2M +$4M +66,962 +18%
CL
52
Choreo LLC
Illinois
$24.9M -$1.75M -29,272 -7%
DC
53
Davenport & Co
Virginia
$24.5M +$2.08M +34,771 +9%
FG
54
Foster Group
Iowa
$24.1M -$1.05M -17,642 -4%
TWM
55
Tanager Wealth Management
United Kingdom
$23.9M +$486K +8,137 +2%
BFG
56
Bouchey Financial Group
New York
$23.3M +$752K +12,581 +3%
Comerica Bank
57
Comerica Bank
Texas
$23.3M -$595K -9,955 -2%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$23.3M -$4.53M -75,734 -16%
PFM
59
Phillips Financial Management
Indiana
$22.4M +$3.43M +57,425 +18%
Osaic Holdings
60
Osaic Holdings
Arizona
$22M +$14.1M +235,107 +176%
FNT
61
First National Trust
Pennsylvania
$21.7M -$174K -2,908 -0.8%
THL
62
Tillman Hartley LLC
Colorado
$21.6M +$322K +5,395 +2%
FC
63
Financial Consulate
Maryland
$21.2M +$21.2M +354,649 New
MSWMA
64
Market Street Wealth Management Advisors
Indiana
$21M +$337K +5,644 +2%
HWMT
65
Heritage Wealth Management (Texas)
Texas
$20.9M +$370K +6,196 +2%
DF
66
DecisionPoint Financial
Arizona
$20.8M +$1.79M +30,022 +9%
EWA
67
EP Wealth Advisors
California
$20.4M +$7.88M +131,958 +63%
FMWA
68
Forvis Mazars Wealth Advisors
Missouri
$19M -$1.95M -32,634 -9%
NHT
69
New Hampshire Trust
New Hampshire
$18.9M +$1.09M +18,177 +6%
PCI
70
Planning Center Inc
Illinois
$18.6M +$104K +1,739 +0.6%
HWMG
71
Hurlow Wealth Management Group
Indiana
$18.2M +$1.05M +17,611 +6%
YAL
72
Your Advocates Ltd
Texas
$18M +$1.16M +19,434 +7%
AAP
73
Arax Advisory Partners
Colorado
$17.9M +$1.42M +23,738 +9%
EWM
74
Empirical Wealth Management
Washington
$17.9M -$494K -8,262 -3%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$17.8M -$233K -3,907 -1%
1 2
3
4 5