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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

750 hedge funds and large institutions have $7.99B invested in Dimensional US Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 337 increasing their positions, 211 reducing their positions, and 34 closing their positions.

Holders
750
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
10.07%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.28%
New
62
Increased
337
Reduced
211
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.29B
2
MT
2
Midwest Trust
Kansas
$119M
3
PFG
3
Premier Financial Group
California
$76.3M
4
Bank of America
4
Bank of America
North Carolina
$396M
5
WTB
5
Washington Trust Bank
Washington
$50.2M

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 Market Value Shares Shares
Change 		Shares
Change %
EWM
76
Empirical Wealth Management
Washington
$20.2M 317,697 +18,282 +6%
AAP
77
Arax Advisory Partners
Colorado
$19.9M 311,802 +12,256 +4%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$19.8M 310,794 +61,344 +25%
AF
79
Advisornet Financial
Minnesota
$19.8M 310,763 +49,374 +19%
FMWA
80
Forvis Mazars Wealth Advisors
Missouri
$19.5M 305,521 -12,238 -4%
BIG
81
Builder Investment Group
Georgia
$19.2M 301,708 +5,553 +2%
MAM
82
McLean Asset Management
Virginia
$18.9M 288,869 -571 -0.2%
TFG
83
Tilson Financial Group
New Jersey
$18.8M 294,963 +3,095 +1%
PFA
84
Pillar Financial Advisors
Kentucky
$17.8M 279,161 +10,115 +4%
TFO
85
Timonier Family Office
North Carolina
$17.5M 274,361 +18,336 +7%
FPCG
86
Forum Private Client Group
Indiana
$17.5M 274,017 +15,684 +6%
PS
87
Pinney & Scofield
Massachusetts
$17.3M 272,196 +5,714 +2%
Morgan Stanley
88
Morgan Stanley
New York
$17.3M 271,939 +1,945 +0.7%
FSWA
89
Financial Synergies Wealth Advisors
Texas
$17M 267,362 +8,367 +3%
MWM
90
Mission Wealth Management
California
$16.9M 265,654 +31,895 +14%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$16.7M 261,819 +40,483 +18%
DAS
92
Dynamic Advisor Solutions
Arizona
$16.4M 256,649 +2,782 +1%
BPA
93
Beacon Pointe Advisors
California
$16.1M 253,403 +7,470 +3%
HIF
94
Hill Island Financial
Michigan
$16M 250,656 +35,454 +16%
EFP
95
EnRich Financial Partners
Wisconsin
$15.7M 246,718 -1,865 -0.8%
TCM
96
Tassel Capital Management
North Carolina
$15.3M 240,340 +93,632 +64%
PIAS
97
PCA Investment Advisory Services
Ohio
$15.3M 239,819 +37,557 +19%
AIC
98
Allodium Investment Consultants
Minnesota
$15.2M 238,840 +31,322 +15%
PWM
99
PBMares Wealth Management
Virginia
$15M 235,285 -2,911 -1%
LFS
100
Lutz Financial Services
Nebraska
$15M 235,100 +8,674 +4%
2 3
4
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