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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
1
Creative Planning
Kansas
$1.29B
2
Bank of America
2
Bank of America
North Carolina
$396M
3
WTB
3
Washington Trust Bank
Washington
$50.2M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$196M
5
RFP
5
Root Financial Partners
California
$35.6M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$0
2
FCI
2
Financial Counselors Inc
Kansas
$0
3
GVAG
3
Great Valley Advisor Group
Delaware
$1.17M
4
DP
4
Divergent Planning
Maryland
$22.1M
5
Northern Trust
5
Northern Trust
Illinois
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.29B +$217M +3,407,436 +20%
Northern Trust
2
Northern Trust
Illinois
$500M -$7.98M -125,217 -2%
Bank of America
3
Bank of America
North Carolina
$396M +$53.6M +841,620 +16%
IFA
4
Index Fund Advisors
California
$371M -$1.59M -24,974 -0.4%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$196M +$24.9M +390,130 +15%
PFA
6
Pure Financial Advisors
California
$178M +$8.28M +129,968 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$157M +$1.19M +18,649 +0.8%
TWA
8
TCI Wealth Advisors
Arizona
$151M -$5.7M -89,424 -4%
MT
9
Midwest Trust
Kansas
$119M +$119M +1,873,337 New
PL
10
Plancorp LLC
Missouri
$87M -$2.16M -33,899 -2%
SC
11
Savant Capital
Illinois
$83.8M -$2.48M -38,892 -3%
FCAS
12
First Command Advisory Services
Texas
$77.7M +$4.4M +69,113 +6%
PFG
13
Premier Financial Group
California
$76.3M +$76.3M +1,160,110 New
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$75.4M +$1.59M +25,009 +2%
EAM
15
Evanson Asset Management
California
$68.8M +$253K +3,969 +0.4%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$64.8M -$401K -6,297 -0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$61.5M +$8.09M +126,938 +15%
ST
18
Sageworth Trust
Pennsylvania
$61.4M -$885K -13,891 -1%
MFT
19
Moisand Fitzgerald Tamayo
Florida
$60.8M +$4.16M +65,301 +7%
HighTower Advisors
20
HighTower Advisors
Illinois
$60.5M -$1.42M -22,293 -2%
Brown Advisory
21
Brown Advisory
Maryland
$58.1M -$1.04M -16,340 -2%
LPL Financial
22
LPL Financial
California
$57.7M -$7.5M -117,780 -12%
CWS
23
Confluence Wealth Services
Pennsylvania
$56.4M +$2.33M +36,637 +4%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$56.2M +$2.79M +43,715 +5%
GWWM
25
Great Waters Wealth Management
Minnesota
$56.1M +$1.65M +25,864 +3%
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