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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 %
KAS
176
Kestra Advisory Services
Texas
$6.65M +$1.65M +27,629 +33%
MWP
177
Meriwether Wealth & Planning
Louisiana
$6.55M +$1.09M +18,303 +20%
UFA
178
US Financial Advisors
Massachusetts
$6.52M +$10.6K +177 +0.2%
I
179
INVST
Indiana
$6.46M -$9.58M -160,348 -60%
HR
180
Hardy Reed
Mississippi
$6.45M +$197K +3,300 +3%
YWM
181
Yardley Wealth Management
Pennsylvania
$6.42M -$1.16M -19,333 -15%
VWM
182
Vermillion Wealth Management
Minnesota
$6.31M +$189K +3,166 +3%
V
183
VeraBank
Texas
$6.26M +$408K +6,829 +7%
AFA
184
Alpha Financial Advisors
North Carolina
$6.08M -$796K -13,317 -12%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$6.02M -$994K -16,631 -14%
ALWM
186
Andrews Lucia Wealth Management
California
$5.99M +$126K +1,933 +2%
KAS
187
KPP Advisory Services
Kentucky
$5.96M +$726K +12,144 +14%
PAG
188
Private Advisor Group
New Jersey
$5.92M +$243K +4,063 +4%
RLWM
189
RF&L Wealth Management
Massachusetts
$5.76M +$130K +2,183 +2%
JWM
190
JDH Wealth Management
California
$5.65M +$251K +4,202 +5%
CW
191
Curio Wealth
Maryland
$5.63M -$1.36B -84,936 -100%
ZF
192
Zhang Financial
Michigan
$5.49M -$148K -2,470 -3%
EA
193
Efficient Advisors
Ohio
$5.41M -$338K -5,661 -6%
KWM
194
KMT Wealth Management
California
$5.41M -$299K -5,000 -5%
WB
195
Webster Bank
Connecticut
$5.39M +$2.01M +33,613 +59%
CI
196
CX Institutional
Indiana
$5.37M +$248K +4,152 +5%
JFG
197
JMG Financial Group
Illinois
$5.33M -$44.5K -744 -0.8%
KA
198
Kooman & Associates
Pennsylvania
$5.28M +$130K +2,182 +3%
PRS
199
Pinkerton Retirement Specialists
Idaho
$4.95M +$153K +2,557 +3%
IAG
200
Investmark Advisory Group
Connecticut
$4.93M +$279K +4,665 +6%
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8
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