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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
MFC
351
Morris Financial Concepts
South Carolina
$1.48M +$200K +3,111 +14%
RGF
352
Retirement Guys Formula
Ohio
$1.46M -$252K -3,923 -14%
PIWA
353
Prevail Innovative Wealth Advisors
Kansas
$1.46M +$372K +5,792 +31%
USCWA
354
U.S. Capital Wealth Advisors
Texas
$1.45M -$131K -2,031 -8%
JCM
355
Jacobi Capital Management
Pennsylvania
$1.45M +$295K +4,591 +23%
SIMC
356
Squire Investment Management Company
Utah
$1.41M +$192K +2,985 +14%
SC
357
Shearwater Capital
Colorado
$1.41M -$24.6K -382 -2%
ES
358
Eagle Strategies
New York
$1.38M +$100K +1,557 +7%
LFA
359
Lauterbach Financial Advisors
Texas
$1.36M +$514 +8 +0%
FC
360
FCA Corp
Texas
$1.35M +$25K +389 +2%
SWP
361
Stratos Wealth Partners
Ohio
$1.33M -$38.3K -595 -3%
IWC
362
Integrated Wealth Concepts
Massachusetts
$1.32M +$92.2K +1,434 +7%
QCM
363
Quantinno Capital Management
New York
$1.31M +$154K +2,392 +12%
Janney Montgomery Scott
364
Janney Montgomery Scott
Pennsylvania
$1.31M -$192K -2,983 -12%
AWM
365
Accredited Wealth Management
Kentucky
$1.31M +$76.7K +1,192 +6%
AC
366
AWM Capital
Arizona
$1.29M -$28.9K -449 -2%
EWP
367
Elevation Wealth Partners
California
$1.29M +$43.3K +674 +3%
HI
368
Harbour Investments
Wisconsin
$1.28M +$21.5K +334 +2%
CRC
369
Curi RMB Capital
Illinois
$1.28M
HTWM
370
Hartmann Taylor Wealth Management
Texas
$1.27M +$1.37M +21,307 New
TIAAOA
371
Teachers Insurance & Annuity Association of America
New York
$1.26M
RLIM
372
Red Lighthouse Investment Management
New York
$1.26M +$495K +7,700 +61%
VWA
373
VSM Wealth Advisory
Maryland
$1.25M -$60.1K -935 -4%
QFA
374
Quantum Financial Advisors
California
$1.24M
GIA
375
Gladstone Institutional Advisory
Florida
$1.23M -$418K -6,507 -24%

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.