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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
CA
301
Clearstead Advisors
Ohio
$2.15M -$1.42K -22 -0.1%
SW
302
StrongBox Wealth
Missouri
$2.15M +$130K +2,028 +6%
WCWM
303
Willow Creek Wealth Management
California
$2.14M +$16K +249 +0.7%
TC
304
TownSquare Capital
Utah
$2.14M +$885K +13,767 +62%
SCTC
305
Sanibel Captiva Trust Company
Florida
$2.14M +$1.2M +18,711 +109%
AQR Capital Management
306
AQR Capital Management
Connecticut
$2.13M +$534K +8,299 +30%
TWA
307
Trace Wealth Advisors
California
$2.12M +$8.3K +129 +0.4%
MGIA
308
Moneta Group Investment Advisors
Missouri
$2.11M +$31.4K +488 +1%
QWM
309
Quadcap Wealth Management
Texas
$2.1M -$482K -7,488 -18%
BBNB
310
Baker Boyer National Bank
Washington
$2.09M -$49.4K -768 -2%
RCA
311
Resonant Capital Advisors
Wisconsin
$2.08M +$82.4K +1,282 +4%
UCFA
312
United Capital Financial Advisors
Texas
$2.08M -$17.9K -279 -0.8%
IF
313
Ironwood Financial
Arizona
$2.08M -$10.3K -160 -0.5%
RCAG
314
Rehmann Capital Advisory Group
Michigan
$2.06M +$184K +2,855 +9%
SWA
315
Stratos Wealth Advisors
Ohio
$2.01M +$61.9K +963 +3%
W
316
WPWealth
Texas
$2.01M +$1.03M +16,086 +92%
Rockefeller Capital Management
317
Rockefeller Capital Management
New York
$2.01M +$2.16M +33,582 New
MCA
318
Maryland Capital Advisors
Maryland
$1.96M +$489K +7,601 +30%
AWM
319
Ariadne Wealth Management
California
$1.93M -$377K -5,865 -15%
SPI
320
Sutton Place Investors
New York
$1.91M +$25.1K +391 +1%
CWP
321
Concord Wealth Partners
Virginia
$1.91M -$161K -2,501 -7%
SA
322
Sanctuary Advisors
Indiana
$1.9M +$379K +5,895 +23%
1WA
323
180 Wealth Advisors
Washington
$1.89M +$488K +7,588 +32%
CWS
324
Cypress Wealth Services
California
$1.86M -$277K -4,311 -12%
KWM
325
Kingsview Wealth Management
Oregon
$1.84M -$308K -4,784 -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.