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Dimensional US Small Cap ETF
DFAS

753 hedge funds and large institutions have $7.16B invested in Dimensional US Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 351 increasing their positions, 213 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 33

65% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 213

2% more funds holding

Funds holding: 740 → 753 (+13)

0.58% less ownership

Funds ownership: 78.7% → 78.12% (-0.58%)

3% less capital invested

Capital invested by funds: $7.38B → $7.16B (-$226M)

11% less funds holding in top 10

Funds holding in top 10: 107 → 95 (-12)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
753
Holders Change
+13
Holders Change %
+1.76%
% of All Funds
10.1%
Holding in Top 10
95
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.21%
% of All Funds
1.27%
New
65
Increased
351
Reduced
213
Closed
33
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$7K

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$230M
2
Northern Trust
Northern Trust
Illinois
+$29.1M
3
FC
Financial Consulate
Maryland
+$22.8M
4
Brown Advisory
Brown Advisory
Maryland
+$16M
5
RFP
Root Financial Partners
California
+$15.8M

Top Sellers

Rank Fund Capital Flow
1
EFP
Elser Financial Planning
Indiana
-$45.9M
2
IFA
Index Fund Advisors
California
-$44.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$21.1M
4
I
INVST
Indiana
-$10.3M
5
CW
Curio Wealth
Maryland
-$5.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
251
Platform Technology Partners
New York
$3M +$182K +2,829 +6%
NFP
252
Narus Financial Partners
Utah
$2.97M +$216K +3,360 +7%
BTI
253
Blue Trust Inc
Georgia
$2.96M -$97K -1,509 -3%
WANY
254
Wealthspire Advisors (New York)
New York
$2.91M +$74K +1,151 +2%
SC
255
Schoolcraft Capital
Colorado
$2.91M +$134K +2,090 +4%
BCM
256
Blume Capital Management
California
$2.91M +$179K +2,785 +6%
FIM
257
Freedom Investment Management
Connecticut
$2.9M -$101K -1,573 -3%
KFA
258
Kelleher Financial Advisors
New York
$2.85M -$72.3K -1,125 -2%
RA
259
RFG Advisory
Alabama
$2.84M -$135K -2,093 -4%
IWM
260
IHT Wealth Management
Illinois
$2.78M -$136K -2,120 -4%
AL
261
ACAS LLC
California
$2.74M -$2M -31,161 -40%
TC
262
TAGStone Capital
North Carolina
$2.74M -$437K -6,800 -13%
DWM
263
Dopkins Wealth Management
New York
$2.72M -$108K -1,677 -4%
PWM
264
Parkworth Wealth Management
California
$2.71M -$9.32K -145 -0.3%
CFGA
265
Cambridge Financial Group (Arizona)
Arizona
$2.69M -$207K -3,223 -7%
TCBWMS
266
Texas Capital Bank Wealth Management Services
Texas
$2.68M +$2.89M +44,934 New
WMG
267
WESCAP Management Group
California
$2.67M -$253K -3,938 -8%
MAC
268
Mason & Associates (California)
California
$2.67M +$77.4K +1,204 +3%
SAM
269
Smartleaf Asset Management
Massachusetts
$2.65M +$127K +1,971 +5%
VPF
270
Vantage Point Financial
Illinois
$2.65M +$3.47K +54 +0.1%
TAM
271
TCP Asset Management
Ohio
$2.63M +$117K +1,813 +4%
MWP
272
Meridian Wealth Partners
Pennsylvania
$2.62M +$449K +6,985 +19%
CWM
273
Cahill Wealth Management
Michigan
$2.62M +$1.44M +22,403 +105%
SSC
274
Syverson Strege & Co
Iowa
$2.61M +$135K +2,103 +5%
MG
275
Mather Group
Illinois
$2.61M +$941K +14,632 +50%
9 10
11
12 13

DFAS Hedge Fund Activity: Q1 2025 in Review

753 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q1 2025, worth a combined $7.16B — down 3.1% from $7.38B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DFAS positions and 33 closed out — a net gain of 32 holders — while 351 added to existing stakes and 213 trimmed.

The largest buyer was Creative Planning, adding an estimated $230M. The largest seller was Elser Financial Planning, cutting an estimated $45.9M.

  • 753 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q1 2025, up from 740 in Q4 2024.
  • Funds reported $7.16B of Dimensional US Small Cap ETF stock for Q1 2025, down 3.1% quarter-over-quarter.
  • 65 funds opened new Dimensional US Small Cap ETF positions in Q1 2025 and 33 closed out, a net change of +32 holders.
  • The largest Dimensional US Small Cap ETF buyer in Q1 2025 was Creative Planning, an estimated $230M added.
  • The largest Dimensional US Small Cap ETF seller in Q1 2025 was Elser Financial Planning, an estimated $45.9M sold.

Based on aggregated 13F filings for Q1 2025.