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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
Creative Planning
Kansas
$1.01B
2
Northern Trust
Northern Trust
Illinois
$476M
3
FC
Financial Consulate
Maryland
$21.2M
4
Brown Advisory
Brown Advisory
Maryland
$55.4M
5
RFP
Root Financial Partners
California
$15.5M

Top Sellers

1
CW
Curio Wealth
Maryland
$5.63M
2
EFP
Elser Financial Planning
Indiana
$1.16M
3
IFA
Index Fund Advisors
California
$350M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$26.8M
5
I
INVST
Indiana
$6.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
751
BetterWealth
California
– -$930K -14,295 Closed
BPWM
752
Black Point Wealth Management
Florida
– -$651K -9,996 Closed
TA
753
TrueWealth Advisors
Alabama
– -$648K -9,962 Closed
HWM
754
HFG Wealth Management
Texas
– -$504K -7,765 Closed
QCM
755
QRG Capital Management
Illinois
– -$376K -5,777 Closed
SIA
756
Sovereign Investment Advisors
Arizona
– -$347K -5,332 Closed
IAA
757
Independent Advisor Alliance
North Carolina
– -$301K -4,629 Closed
DWM
758
Dakota Wealth Management
Florida
– -$259K -3,975 Closed
NAM
759
NorthCrest Asset Manangement
Minnesota
– -$229K -3,516 Closed
MM
760
Meridian Management
Arkansas
– -$219K -3,367 Closed
FPW
761
Fairvoy Private Wealth
Alabama
– -$218K -3,354 Closed
BWP
762
BSW Wealth Partners
Colorado
– -$214K -3,282 Closed
JPLA
763
Joseph P. Lucia & Associates
New York
– -$210K -3,234 Closed
GT
764
Greenleaf Trust
Michigan
– -$210K -3,228 Closed
IP
765
Isthmus Partners
Wisconsin
– -$203K -3,114 Closed
SVWAG
766
Sound View Wealth Advisors Group
Georgia
– -$203K -3,112 Closed
RPGK
767
Retirement Planning Group (Kansas)
Kansas
– -$202K -3,105 Closed
NCM
768
Northwest Capital Management
Oregon
– -$140K -2,145 Closed
SIM
769
Studio Investment Management
Illinois
– -$91.9K -1,412 Closed
EBA
770
Eagle Bay Advisors
New York
– -$82.3K -1,265 Closed
CFGS
771
Concourse Financial Group Securities
Alabama
– -$75.4K -1,114 Closed
Qube Research & Technologies (QRT)
772
Qube Research & Technologies (QRT)
United Kingdom
– -$45.1K -693 Closed
CAS
773
Coppell Advisory Solutions
Texas
– -$43.5K -669 Closed
EWM
774
Evermay Wealth Management
Virginia
– -$15.2K -233 Closed
TSMHT
775
Thurston Springer Miller Herd & Titak
Indiana
– -$13.4K -206 Closed
28 29 30
31
32