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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 %
BWMG
126
Bannerman Wealth Management Group
Texas
$11M +$211K +3,315 +2%
AIS
127
American Investment Services
Massachusetts
$11M -$592K -9,286 -5%
SWM
128
Sterling Wealth Management
Illinois
$10.9M +$10.9M +171,771 New
TFA
129
Trinity Financial Advisors
Ohio
$10.9M +$260K +4,086 +2%
BA
130
Bridgewater Advisors
New York
$10.9M +$369K +5,619 +4%
W
131
WPWealth
Texas
$10.9M +$8.72M +136,854 +407%
SIG
132
Spinnaker Investment Group
California
$10.8M -$838K -13,154 -7%
AF
133
Allworth Financial
California
$10.8M -$214K -3,354 -2%
HIP
134
HUB Investment Partners
Texas
$10.6M +$1.85M +28,983 +21%
EW
135
Enzi Wealth
Texas
$10.5M +$37.5K +573 +0.4%
CCA
136
Conservest Capital Advisors
Pennsylvania
$10.4M +$10.4M +162,737 New
PAS
137
Park Avenue Securities
New York
$10M +$1.87M +29,341 +23%
SWG
138
Summit Wealth Group
Vermont
$10M +$185K +2,901 +2%
BH
139
Burk Holdings
Oklahoma
$9.98M +$733K +11,502 +8%
CPA
140
Capital Performance Advisors
California
$9.85M +$458K +7,196 +5%
BDWCC
141
B&D White Capital Company
Texas
$9.58M +$9.58M +150,416 New
MCM
142
MAI Capital Management
Ohio
$9.5M +$50.6K +794 +0.5%
CPA
143
Cardiff Park Advisors
California
$9.45M -$1.43M -22,502 -13%
W
144
WorthPointe
California
$9.32M +$252K +3,956 +3%
FFM
145
Forum Financial Management
Illinois
$9.3M -$47.8K -750 -0.5%
CA
146
CGN Advisors
Kansas
$9.25M +$913K +14,326 +11%
MFG
147
Mendota Financial Group
Wisconsin
$9.19M +$402K +6,316 +5%
LFG
148
Larson Financial Group
Missouri
$9.17M -$2.29M -35,981 -20%
DWM
149
Daner Wealth Management
Georgia
$9.15M +$9.15M +138,221 New
CCM
150
Colorado Capital Management
Colorado
$9.14M -$277K -4,346 -3%
4 5
6
7 8