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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.

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 %
ACM
101
Aspen Capital Management
Idaho
$13.4M +$13.4M +224,108 New
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$13.2M +$1.51M +25,263 +13%
CA
103
Clune & Associates
Illinois
$13M +$184K +3,081 +1%
PWP
104
Parkwoods Wealth Partners
New York
$12.9M +$112K +1,880 +0.9%
HIF
105
Hill Island Financial
Michigan
$12.9M +$4.25M +71,187 +49%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$12.7M -$793K -13,276 -6%
AIC
107
Allodium Investment Consultants
Minnesota
$12.4M +$2.9M +48,602 +31%
AA
108
Advisory Alpha
Michigan
$12.4M +$2.81M +47,072 +29%
OCM
109
One Capital Management
California
$12.1M +$3.16M +52,933 +35%
PIAS
110
PCA Investment Advisory Services
Ohio
$12.1M +$1.8M +30,064 +17%
AAS
111
Avantax Advisory Services
Texas
$11.9M +$7.15M +119,686 +152%
OIA
112
OneDigital Investment Advisors
Kansas
$11.7M -$361K -6,040 -3%
GCM
113
G2 Capital Management
Ohio
$11.7M +$722K +12,091 +7%
MSWM
114
McGlone Suttner Wealth Management
Wisconsin
$11.6M +$216K +3,613 +2%
AA
115
Aire Advisors
California
$11.5M +$258K +4,324 +2%
MHB
116
Midwest Heritage Bank
Iowa
$11.2M +$1.33M +22,225 +14%
Stifel Financial
117
Stifel Financial
Missouri
$11M +$997K +16,679 +10%
SIG
118
Spinnaker Investment Group
California
$10.9M +$1M +16,816 +10%
AIS
119
American Investment Services
Massachusetts
$10.8M +$489K +8,180 +5%
LFG
120
Larson Financial Group
Missouri
$10.8M -$554K -9,279 -5%
MWA
121
Monograph Wealth Advisors
California
$10.6M +$314K +5,262 +3%
GHA
122
Granite Harbor Advisors
Texas
$10.5M -$1.33M -22,336 -11%
CPA
123
Cardiff Park Advisors
California
$10.2M +$210K +3,511 +2%
BWMG
124
Bannerman Wealth Management Group
Texas
$10.1M +$560K +9,367 +6%
AF
125
Allworth Financial
California
$9.97M +$2.78K +48 +0%
3 4
5
6 7