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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.

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

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$0
2
FCI
Financial Counselors Inc
Kansas
$0
3
GVAG
Great Valley Advisor Group
Delaware
$1.17M
4
DP
Divergent Planning
Maryland
$22.1M
5
Northern Trust
Northern Trust
Illinois
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
101
Lutz Financial Services
Nebraska
$15M +$553K +8,674 +4%
CA
102
Clune & Associates
Illinois
$14.9M +$1.09M +17,114 +8%
SMM
103
Stadion Money Management
Georgia
$14.9M +$63.7K +1,000 +0.4%
AA
104
Advisory Alpha
Michigan
$14.8M +$1.61M +25,273 +12%
AIA
105
Armor Investment Advisors
North Carolina
$14.7M -$58.1K -912 -0.4%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$14.6M +$1.1M +17,254 +8%
FFA
107
Farther Finance Advisors
California
$14.6M -$1.94M -30,403 -12%
LI
108
LRI Investments
Florida
$14.5M +$201K +3,149 +1%
SWM
109
Sentinel Wealth Management
Virginia
$14.2M +$14.2M +222,993 New
ACM
110
Aspen Capital Management
Idaho
$14.1M -$132K -2,069 -0.9%
PWP
111
Parkwoods Wealth Partners
New York
$13.9M +$132K +2,077 +1%
AAS
112
Avantax Advisory Services
Texas
$13.8M +$1.11M +17,447 +9%
WFA
113
West Financial Advisors
Iowa
$13.5M -$1.32M -20,758 -9%
GCM
114
G2 Capital Management
Ohio
$13.3M +$827K +12,987 +7%
MSWM
115
McGlone Suttner Wealth Management
Wisconsin
$12.7M +$337K +5,296 +3%
OIA
116
OneDigital Investment Advisors
Kansas
$12.5M -$4.33K -68 -0%
Stifel Financial
117
Stifel Financial
Missouri
$12.1M +$411K +6,445 +4%
MHB
118
Midwest Heritage Bank
Iowa
$11.9M +$49.7K +780 +0.4%
MWA
119
Monograph Wealth Advisors
California
$11.9M +$635K +9,974 +6%
SSC
120
Syverson Strege & Co
Iowa
$11.9M +$9.13M +143,365 +328%
GHA
121
Granite Harbor Advisors
Texas
$11.7M +$553K +8,680 +5%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$11.6M +$1.18M +18,497 +11%
AA
123
Aire Advisors
California
$11.5M -$791K -12,419 -6%
OCM
124
One Capital Management
California
$11.2M -$1.73M -27,200 -13%
WFAG
125
Wescott Financial Advisory Group
Pennsylvania
$11M +$724K +11,357 +7%
3 4
5
6 7