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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
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 %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$9.78M -$479K -8,024 -5%
WFAG
127
Wescott Financial Advisory Group
Pennsylvania
$9.61M +$558K +9,340 +6%
TFA
128
Trinity Financial Advisors
Ohio
$9.47M +$562K +9,918 +6%
BA
129
Bridgewater Advisors
New York
$9.34M +$782K +13,434 +9%
EW
130
Enzi Wealth
Texas
$9.29M +$459K +7,944 +5%
SWG
131
Summit Wealth Group
Vermont
$9.2M +$433K +7,249 +5%
Wells Fargo
132
Wells Fargo
California
$9.02M +$2.01M +33,578 +29%
MCM
133
MAI Capital Management
Ohio
$8.86M +$736K +12,311 +9%
CCM
134
Colorado Capital Management
Colorado
$8.83M +$287K +4,804 +3%
CPA
135
Capital Performance Advisors
California
$8.81M +$14.7K +246 +0.2%
FFM
136
Forum Financial Management
Illinois
$8.77M -$137K -2,298 -2%
TCM
137
Tassel Capital Management
North Carolina
$8.77M +$617K +10,323 +8%
EFP
138
Envision Financial Planning
Tennessee
$8.73M +$232K +3,886 +3%
BH
139
Burk Holdings
Oklahoma
$8.67M +$259K +4,338 +3%
ACC
140
Acorn Creek Capital
Colorado
$8.66M +$1.01M +16,950 +13%
BP
141
BWM Planning
Texas
$8.54M +$314K +5,262 +4%
W
142
WorthPointe
California
$8.51M -$1.01M -16,965 -11%
NWM
143
Navigoe Wealth Management
California
$8.3M -$1.64M -27,408 -16%
MFG
144
Mendota Financial Group
Wisconsin
$8.24M -$3.14M -52,469 -28%
HIP
145
HUB Investment Partners
Texas
$8.17M -$3.65M -61,140 -31%
1WM
146
1900 Wealth Management
Texas
$8.05M +$214K +3,580 +3%
SWM
147
Spire Wealth Management
Virginia
$8.01M +$227K +3,799 +3%
CA
148
CGN Advisors
Kansas
$7.82M +$1.64M +27,365 +26%
FNBSF
149
First National Bank Sioux Falls
South Dakota
$7.81M +$1.06M +17,807 +16%
WTFG
150
Wood Tarver Financial Group
Idaho
$7.67M +$587K +9,822 +8%
4 5
6
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