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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
AAA
326
AG Asset Advisory
California
$1.79M +$228K +3,553 +13%
HWM
327
Hemington Wealth Management
Virginia
$1.76M
WWA
328
WCG Wealth Advisors
Nevada
$1.76M +$19.6K +304 +1%
SF
329
Synovus Financial
Georgia
$1.76M +$1.6M +24,956 +563%
CCM
330
Cloud Capital Management
Washington
$1.76M +$1.89M +29,392 New
ALC
331
Alexander Labrunerie & Co
Missouri
$1.75M +$29.1K +453 +2%
EWA
332
Elevate Wealth Advisory
Georgia
$1.74M -$8.23K -128 -0.4%
JWA
333
JFS Wealth Advisors
Pennsylvania
$1.73M +$18.2K +283 +1%
HSG
334
Helen Stephens Group
Texas
$1.71M +$156K +2,431 +9%
HPC
335
HM Payson & Co
Maine
$1.7M -$228K -3,541 -11%
ASN
336
Advisory Services Network
Georgia
$1.68M +$297K +4,620 +20%
WKWM
337
Walter & Keenan Wealth Management
Indiana
$1.67M +$4.76K +74 +0.3%
SFP
338
SwitchPoint Financial Planning
Utah
$1.67M
FOA
339
Five Oceans Advisors
California
$1.67M -$231K -3,597 -11%
WP
340
Westmount Partners
California
$1.62M -$89.3K -1,388 -5%
BWG
341
Beta Wealth Group
California
$1.57M +$648K +10,084 +62%
ACS
342
Archford Capital Strategies
Illinois
$1.57M -$110K -1,718 -6%
CAM
343
Cresset Asset Management
Illinois
$1.56M
IAN
344
Integrated Advisors Network
Texas
$1.55M -$178K -2,773 -10%
BFG
345
Berger Financial Group
Minnesota
$1.53M +$233K +3,625 +17%
TIAA Trust, National Association
346
TIAA Trust, National Association
North Carolina
$1.53M -$2.31K -36 -0.1%
CTWM
347
Cherry Tree Wealth Management
Minnesota
$1.52M +$33.2K +517 +2%
AWM
348
Axxcess Wealth Management
California
$1.52M +$1.63M +25,395 New
Renaissance Technologies
349
Renaissance Technologies
New York
$1.49M +$514K +8,000 +47%
LI
350
LVZ Inc
Michigan
$1.49M -$1.08M -16,775 -40%

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.