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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 %
PMFA
726
Plante Moran Financial Advisors
Michigan
$15K +$15K +251 New
GWSA
727
Global Wealth Strategies & Associates
Colorado
$14.8K – – –
CPG
728
Cornerstone Planning Group
New Jersey
$14.2K +$14.2K +251 New
CAM
729
Clarity Asset Management
Iowa
$13.7K – – –
CSB
730
City State Bank
Iowa
$12.8K – – –
GTAM
731
Global Trust Asset Management
Florida
$12.1K -$474K -7,928 -98%
CFP
732
Comprehensive Financial Planning
Pennsylvania
$11.7K – – –
TC
733
Truvestments Capital
Florida
$10.8K -$299 -5 -3%
PA
734
Pineridge Advisors
Missouri
$9.75K – – –
FIM
735
FWL Investment Management
Texas
$9.62K +$9.62K +161 New
LWMI
736
Legacy Wealth Management (Idaho)
Idaho
$8.78K -$1.14K -19 -11%
SIS
737
Sound Income Strategies
Florida
$7.05K – – –
CA
738
CoreCap Advisors
Michigan
$5.92K – – –
AWM
739
Angeles Wealth Management
California
$5.72K – – –
GWSG
740
GPS Wealth Strategies Group
Colorado
$4.66K +$4.66K +78 New
EWA
741
EQ Wealth Advisors
Texas
$3.94K +$3.94K +66 New
VWWMG
742
Vermillion & White Wealth Management Group
Pennsylvania
$3.17K – – –
CWM
743
Cranbrook Wealth Management
Michigan
$2.99K – – –
AIC
744
Archer Investment Corporation
Indiana
$896 – – –
Citigroup
745
Citigroup
New York
$359 -$2.99K -50 -89%
BlackRock
746
BlackRock
New York
$38 +$38 +1 New
IPA
747
Investment Planning Advisors
Georgia
– -$4.5M -69,100 Closed
IPW
748
IronBridge Private Wealth
Texas
– -$3.71M -57,021 Closed
JWCA
749
J.W. Cole Advisors
Florida
– -$1.29M -19,854 Closed
EFA
750
Edge Financial Advisors
Illinois
– -$1.08M -16,657 Closed
28 29
30
31 32