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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
Creative Planning
Kansas
$1.01B
2
Northern Trust
Northern Trust
Illinois
$476M
3
FC
Financial Consulate
Maryland
$21.2M
4
Brown Advisory
Brown Advisory
Maryland
$55.4M
5
RFP
Root Financial Partners
California
$15.5M

Top Sellers

1
CW
Curio Wealth
Maryland
$5.63M
2
EFP
Elser Financial Planning
Indiana
$1.16M
3
IFA
Index Fund Advisors
California
$350M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$26.8M
5
I
INVST
Indiana
$6.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
151
Park Avenue Securities
New York
$7.67M +$1.13M +18,917 +17%
AI
152
Atria Investments
North Carolina
$7.6M +$131K +2,188 +2%
FCA
153
FLC Capital Advisors
California
$7.6M +$121K +2,018 +2%
WF
154
Williams Financial
Vermont
$7.45M -$3.9M -65,191 -34%
Financial Engines Advisors
155
Financial Engines Advisors
California
$7.41M -$514K -8,605 -6%
TWP
156
TFO Wealth Partners
Ohio
$7.39M +$66.7K +1,116 +0.9%
RWM
157
Ruedi Wealth Management
Illinois
$7.33M -$112K -1,867 -1%
GAM
158
Gemmer Asset Management
California
$7.33M -$903K -15,115 -11%
KAM
159
KEB Asset Management
Illinois
$7.25M -$97.5K -1,631 -1%
DB
160
Dravo Bay
Delaware
$7.2M -$416K -6,969 -5%
AWM
161
Aegis Wealth Management
Maryland
$7.18M +$273K +4,571 +4%
PWMG
162
Pioneer Wealth Management Group
Texas
$7.18M +$7.18M +120,126 New
CPCP
163
Cedar Point Capital Partners
Iowa
$7.09M +$170K +2,840 +2%
MML Investors Services
164
MML Investors Services
Massachusetts
$7.02M +$1.6M +26,701 +29%
CA
165
Claris Advisors
Missouri
$7.02M +$747K +12,497 +12%
RA
166
Ruggaard & Associates
Ohio
$7M +$174K +2,916 +3%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$6.99M +$6.99M +117,050 New
PSP
168
Pacific Sage Partners
Washington
$6.96M +$92.9K +1,555 +1%
BCA
169
Ballentine Capital Advisors
South Carolina
$6.88M +$151K +2,522 +2%
CWM
170
CarsonAllaria Wealth Management
Illinois
$6.87M -$29.9K -500 -0.4%
GAM
171
GEM Asset Management
Michigan
$6.85M +$284K +4,734 +4%
PFG
172
Pinnacle Financial Group
Illinois
$6.82M +$538K +9,000 +9%
NA
173
NewEdge Advisors
Louisiana
$6.79M +$6.04K +101 +0.1%
AL
174
Aspiriant LLC
California
$6.75M -$45.4K -760 -0.7%
LG
175
LAM Group
Oregon
$6.7M -$5.08K -85 -0.1%
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