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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 %
RLWM
201
RF&L Wealth Management
Massachusetts
$5.84M -$298K -4,680 -5%
ALWM
202
Andrews Lucia Wealth Management
California
$5.8M -$62.6K -983 -1%
KA
203
Kooman & Associates
Pennsylvania
$5.78M +$146K +2,288 +3%
KWM
204
KMT Wealth Management
California
$5.76M – – –
EWA
205
EverSource Wealth Advisors
Alabama
$5.72M +$576K +9,048 +11%
VPWA
206
Vestia Personal Wealth Advisors
Indiana
$5.72M +$922K +14,476 +19%
WW
207
Waterfront Wealth
Kansas
$5.69M +$1.49M +23,456 +36%
PF
208
Parker Financial
Washington
$5.66M +$560K +8,789 +11%
ZF
209
Zhang Financial
Michigan
$5.65M -$195K -3,066 -3%
CWA
210
Cascade Wealth Advisors
Washington
$5.32M -$364K -5,648 -6%
SA
211
Seneschal Advisors
Washington
$5.3M +$161K +2,527 +3%
MA
212
MBA Advisors
Pennsylvania
$5.26M +$2.5M +39,314 +91%
TIM
213
Tortoise Investment Management
New York
$5.07M +$2.31M +36,256 +84%
CCFM
214
Clear Creek Financial Management
Washington
$4.94M +$4.32M +67,803 +699%
MWP
215
Meriwether Wealth & Planning
Louisiana
$4.9M -$2.08M -32,693 -30%
AC
216
Apella Capital
Connecticut
$4.8M +$861K +13,257 +22%
AFG
217
Altiora Financial Group
Ohio
$4.8M -$75.9K -1,191 -2%
BAM
218
Bayshore Asset Management
Florida
$4.79M -$47K -737 -1%
BWA
219
Bordeaux Wealth Advisors
California
$4.75M +$1.34K +21 +0%
HI
220
Harper Investing
California
$4.65M +$2.36K +37 +0.1%
MSFS
221
Main Street Financial Solutions
Pennsylvania
$4.64M -$12.2K -192 -0.3%
STCOSD
222
Sageworth Trust Company of South Dakota
South Dakota
$4.63M +$154K +2,422 +3%
Envestnet Portfolio Solutions
223
Envestnet Portfolio Solutions
Illinois
$4.59M +$461K +7,238 +11%
CI
224
Cordant Inc
Oregon
$4.53M +$213K +3,345 +5%
DWS
225
Discipline Wealth Solutions
South Carolina
$4.5M +$535K +8,401 +14%
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