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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

756 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, 340 increasing their positions, 214 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+10
Holders Change %
+1.34%
% of All Funds
10.14%
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
340
Reduced
214
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$217M
2
Bank of America
Bank of America
North Carolina
+$53.6M
3
WTB
Washington Trust Bank
Washington
+$50.2M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$24.9M
5
RFP
Root Financial Partners
California
+$19.1M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$146M
2
FCI
Financial Counselors Inc
Kansas
-$109M
3
GVAG
Great Valley Advisor Group
Delaware
-$43.5M
4
DP
Divergent Planning
Maryland
-$8.41M
5
Northern Trust
Northern Trust
Illinois
-$7.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$27.3M -$5.6M -87,955 -17%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$26.9M +$1.2M +18,215 +5%
HWMT
53
Heritage Wealth Management (Texas)
Texas
$26M +$3.78M +59,384 +17%
PFM
54
Phillips Financial Management
Indiana
$25.8M +$1.89M +29,612 +8%
ACC
55
Acorn Creek Capital
Colorado
$25.5M +$16.3M +255,554 +176%
Comerica Bank
56
Comerica Bank
Texas
$25.4M +$485K +7,616 +2%
FC
57
Financial Consulate
Maryland
$25.3M +$2.74M +43,017 +12%
BFG
58
Bouchey Financial Group
New York
$25.1M +$206K +3,237 +0.8%
TWM
59
Tanager Wealth Management
United Kingdom
$24.8M -$699K -10,965 -3%
FG
60
Foster Group
Iowa
$24.4M -$1.24M -19,429 -5%
DF
61
DecisionPoint Financial
Arizona
$24.1M +$1.64M +25,324 +7%
CL
62
Choreo LLC
Illinois
$24.1M -$2.47M -38,762 -9%
Osaic Holdings
63
Osaic Holdings
Arizona
$23.9M +$235K +3,655 +1%
FNT
64
First National Trust
Pennsylvania
$23.2M +$74.1K +1,163 +0.3%
MSWMA
65
Market Street Wealth Management Advisors
Indiana
$22.3M -$38.9K -610 -0.2%
DP
66
Divergent Planning
Maryland
$22.1M -$8.41M -130,025 -28%
EWA
67
EP Wealth Advisors
California
$22.1M +$317K +4,979 +1%
DEM
68
Disciplined Equity Management
Florida
$21.5M +$3.53M +55,346 +20%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$21.4M +$2.41M +37,860 +13%
HWMG
70
Hurlow Wealth Management Group
Indiana
$21.4M +$1.98M +31,026 +10%
PCI
71
Planning Center Inc
Illinois
$21.3M +$1.41M +22,178 +7%
NHT
72
New Hampshire Trust
New Hampshire
$20.9M +$803K +12,598 +4%
THL
73
Tillman Hartley LLC
Colorado
$20.7M -$2.28M -35,819 -10%
JTWM
74
Jackson Thornton Wealth Management
Alabama
$20.5M +$344K +5,257 +2%
MPW
75
MASECO Private Wealth
$20.4M +$20.4M +320,679 New
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