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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

755 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, 339 increasing their positions, 214 reducing their positions, and 34 closing their positions.

Holders
755
Holders Change
+10
Holders Change %
+1.34%
% of All Funds
10.13%
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
339
Reduced
214
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.29B
2
Bank of America
2
Bank of America
North Carolina
$396M
3
WTB
3
Washington Trust Bank
Washington
$50.2M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$196M
5
RFP
5
Root Financial Partners
California
$35.6M

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 Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
751
Citigroup
New York
$3.95K +$3.57K +56 +933%
VWWMG
752
Vermillion & White Wealth Management Group
Pennsylvania
$3.38K – – –
CWM
753
Cranbrook Wealth Management
Michigan
$3.18K – – –
BSB
754
Bangor Savings Bank
Maine
$2.55K -$17.8K -280 -88%
AIC
755
Archer Investment Corporation
Indiana
$956 – – –
FFA
756
Frazier Financial Advisors
Ohio
$574 +$574 +9 New
APF
757
Alaska Permanent Fund
Alaska
– -$146M -2,518,859 Closed
FCI
758
Financial Counselors Inc
Kansas
– -$109M -1,822,806 Closed
WF
759
Williams Financial
Vermont
– -$7.45M -124,666 Closed
Jane Street
760
Jane Street
New York
– -$4.68M -78,280 Closed
ALC
761
Alexander Labrunerie & Co
Missouri
– -$1.75M -29,209 Closed
BWG
762
Beta Wealth Group
California
– -$1.57M -26,337 Closed
MA
763
Montag & Associates
Georgia
– -$1.01M -16,918 Closed
KCM
764
Kendall Capital Management
Maryland
– -$959K -16,050 Closed
DW
765
Dodds Wealth
Colorado
– -$777K -13,002 Closed
SMA
766
Seven Mile Advisory
New Jersey
– -$749K -12,533 Closed
Fisher Asset Management
767
Fisher Asset Management
Washington
– -$562K -9,413 Closed
WCM
768
Wealthcare Capital Management
Virginia
– -$425K -7,111 Closed
CCG
769
Catalina Capital Group
California
– -$351K -5,882 Closed
GT
770
Glenview Trust
Kentucky
– -$351K -5,872 Closed
MFS
771
McNamara Financial Services
Massachusetts
– -$331K -5,547 Closed
ACP
772
Aveo Capital Partners
Colorado
– -$301K -5,093 Closed
SG
773
StoneX Group
New York
– -$293K -4,906 Closed
BEAM
774
Baker Ellis Asset Management
Washington
– -$279K -4,671 Closed
OSNBOA
775
Old Second National Bank of Aurora
Illinois
– -$256K -4,279 Closed
28 29 30
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