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Dimensional US Small Cap ETF

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: 740753 (+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: 10795 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MA
276
MBA Advisors
Pennsylvania
$2.59M +$2.79M +43,322 New
TIM
277
Tortoise Investment Management
New York
$2.58M +$900K +13,995 +48%
AFO
278
Aurelius Family Office
New Hampshire
$2.58M -$1.81M -28,188 -39%
DADC
279
D.A. Davidson & Co
Montana
$2.58M -$942K -14,645 -25%
LFGO
280
Legacy Financial Group (Oklahoma)
Oklahoma
$2.57M +$47K +731 +2%
HIA
281
HTG Investment Advisors
Connecticut
$2.56M -$28K -435 -1%
MWM
282
Modern Wealth Management
Kansas
$2.53M +$2.72M +42,355 New
WFA
283
Wade Financial Advisory
California
$2.52M -$2.31K -36 -0.1%
EH
284
Equitable Holdings
New York
$2.52M +$16.2K +252 +0.6%
BA
285
BCM Advisors
Louisiana
$2.51M +$287K +4,466 +12%
SF
286
Strategent Financial
Virginia
$2.5M +$458K +7,123 +20%
PFA
287
Pettinga Financial Advisors
Indiana
$2.49M +$36.9K +574 +1%
FCG
288
Financial Connections Group
California
$2.49M -$15.9K -247 -0.6%
RCI
289
RS Crum Inc
California
$2.45M -$201K -3,119 -7%
EFG
290
Embree Financial Group
Illinois
$2.4M +$1.79M +27,906 +226%
MNBTD
291
Moody National Bank Trust Division
Texas
$2.38M +$1.1M +17,047 +75%
MWML
292
M Wealth Management LLC
California
$2.38M -$688K -10,696 -21%
WA
293
Wealthstream Advisors
New York
$2.35M -$55.1K -857 -2%
GPWA
294
Great Point Wealth Advisors
Massachusetts
$2.34M -$9.26K -144 -0.4%
CFO
295
Collective Family Office
Pennsylvania
$2.28M -$341K -5,304 -12%
LW
296
Lauer Wealth
Indiana
$2.27M +$325K +5,059 +15%
CWMA
297
Capstone Wealth Management (Alabama)
Alabama
$2.27M -$965 -15 -0%
WAP
298
Wealthcare Advisory Partners
Pennsylvania
$2.23M +$1.57M +24,438 +189%
PAM
299
Pacific Asset Management
Washington
$2.2M +$2.06K +32 +0.1%
AWE
300
Avidian Wealth Enterprises
Texas
$2.16M +$21.8K +339 +0.9%

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.