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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 %
RA
176
Ruggaard & Associates
Ohio
$7.43M -$32.8K -515 -0.4%
HR
177
Hardy Reed
Mississippi
$7.38M +$505K +7,924 +7%
YWM
178
Yardley Wealth Management
Pennsylvania
$7.2M +$363K +5,699 +5%
WB
179
Webster Bank
Connecticut
$7.2M +$1.45M +22,800 +25%
AWM
180
Aegis Wealth Management
Maryland
$7.18M – – –
AL
181
Aspiriant LLC
California
$7.18M -$18.8K -295 -0.3%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$7.14M +$723K +11,342 +11%
PFG
183
Pinnacle Financial Group
Illinois
$7.05M -$230K -3,612 -3%
RA
184
RFG Advisory
Alabama
$7.01M +$3.98M +62,402 +131%
LG
185
LAM Group
Oregon
$6.88M -$264K -4,141 -4%
RWM
186
Ruedi Wealth Management
Illinois
$6.79M -$1.03M -16,194 -13%
CA
187
Claris Advisors
Missouri
$6.66M -$827K -12,984 -11%
PAG
188
Private Advisor Group
New Jersey
$6.56M +$244K +3,832 +4%
EA
189
Efficient Advisors
Ohio
$6.52M +$747K +11,729 +13%
NWM
190
Navigoe Wealth Management
California
$6.48M -$2.37M -37,208 -27%
NA
191
NewEdge Advisors
Louisiana
$6.43M -$812K -12,738 -11%
CW
192
Curio Wealth
Maryland
$6.41M +$6.39M +100,242 +28,559%
KAS
193
KPP Advisory Services
Kentucky
$6.39M +$33.4K +524 +0.5%
JWM
194
JDH Wealth Management
California
$6.36M +$335K +5,260 +6%
MHS
195
M Holdings Securities
Oregon
$6.3M +$5.49M +86,196 +682%
CFO
196
Collective Family Office
Pennsylvania
$6.22M +$3.79M +59,457 +156%
AFA
197
Alpha Financial Advisors
North Carolina
$6.18M -$302K -4,736 -5%
PRS
198
Pinkerton Retirement Specialists
Idaho
$6.02M +$741K +11,631 +14%
JFG
199
JMG Financial Group
Illinois
$5.95M +$265K +4,153 +5%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$5.89M +$3.75M +58,808 +175%
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