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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 %
FCA
151
FLC Capital Advisors
California
$8.91M +$810K +12,708 +10%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$8.84M +$4.61M +72,352 +109%
AI
153
Atria Investments
North Carolina
$8.72M +$614K +9,636 +8%
VWM
154
Vermillion Wealth Management
Minnesota
$8.67M +$1.95M +30,555 +29%
Wells Fargo
155
Wells Fargo
California
$8.65M -$963K -15,109 -10%
EFP
156
Envision Financial Planning
Tennessee
$8.57M -$743K -11,656 -8%
MFG
157
Merit Financial Group
Georgia
$8.56M +$7.81M +122,653 +1,042%
1WM
158
1900 Wealth Management
Texas
$8.49M -$87.6K -1,375 -1%
SWM
159
Spire Wealth Management
Virginia
$8.48M -$63.6K -999 -0.7%
PSP
160
Pacific Sage Partners
Washington
$8.48M +$1.06M +16,654 +14%
FNBSF
161
First National Bank Sioux Falls
South Dakota
$8.24M -$90.5K -1,420 -1%
PWMG
162
Pioneer Wealth Management Group
Texas
$8.17M +$518K +8,136 +7%
DB
163
Dravo Bay
Delaware
$8.06M +$172K +2,625 +2%
MML Investors Services
164
MML Investors Services
Massachusetts
$8.04M +$554K +8,693 +7%
WTFG
165
Wood Tarver Financial Group
Idaho
$7.99M -$194K -3,048 -2%
CWM
166
CarsonAllaria Wealth Management
Illinois
$7.84M +$516K +8,106 +7%
Financial Engines Advisors
167
Financial Engines Advisors
California
$7.73M -$162K -2,536 -2%
GAM
168
GEM Asset Management
Michigan
$7.69M +$274K +4,209 +4%
TWP
169
TFO Wealth Partners
Ohio
$7.62M -$262K -4,111 -3%
CPCP
170
Cedar Point Capital Partners
Iowa
$7.58M +$24.5K +384 +0.3%
KAS
171
Kestra Advisory Services
Texas
$7.57M +$474K +7,437 +7%
KAM
172
KEB Asset Management
Illinois
$7.56M -$165K -2,594 -2%
V
173
VeraBank
Texas
$7.56M +$888K +13,934 +13%
BCA
174
Ballentine Capital Advisors
South Carolina
$7.49M +$157K +2,461 +2%
GAM
175
Gemmer Asset Management
California
$7.45M -$363K -5,691 -5%
5 6
7
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