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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
NGA
401
Naples Global Advisors
Florida
$1.03M +$14.5K +226 +1%
BFC
402
Bedel Financial Consulting
Indiana
$1.02M +$6.24K +97 +0.6%
OW
403
Olistico Wealth
Oklahoma
$1.02M -$23.7K -369 -2%
MA
404
Montag & Associates
Georgia
$1.01M
FI
405
Financial Insights
Washington
$986K -$3.86K -60 -0.4%
Ameriprise
406
Ameriprise
Minnesota
$985K +$86.4K +1,343 +9%
PFG
407
Prospect Financial Group
Virginia
$983K -$43.5K -676 -4%
CIA
408
Concurrent Investment Advisors
Florida
$979K +$660K +10,260 +168%
SIC
409
Samalin Investment Counsel
New York
$972K +$199K +3,096 +24%
CPA
410
Cathy Pareto & Associates
Florida
$970K -$48.4K -753 -4%
KCM
411
Kendall Capital Management
Maryland
$959K +$1.03M +16,050 New
MADFP
412
Michael A Dubis Financial Planning
Wisconsin
$958K
AWP
413
Axis Wealth Partners
Rhode Island
$957K +$124K +1,927 +14%
ADL
414
Asset Dedication LLC
California
$956K -$192K -2,989 -16%
CMAI
415
Capital Management Associates Inc
Minnesota
$951K +$512K +7,954 +100%
KIM
416
Kestra Investment Management
Texas
$933K +$753K +11,716 +300%
DW30
417
Drucker Wealth 3.0
New Jersey
$931K +$1M +15,585 New
PFS
418
Prospera Financial Services
Texas
$920K
VWM
419
Verus Wealth Management
Wisconsin
$913K -$643 -10 -0.1%
STA
420
Summit Trail Advisors
New York
$901K
FNBT
421
FineMark National Bank & Trust
Florida
$901K +$614K +9,552 +173%
CAMG
422
CWA Asset Management Group
Florida
$890K +$303K +4,714 +46%
SMC
423
Smith, Moore & Co
Missouri
$890K +$42.9K +667 +5%
IDA
424
Intelligence Driven Advisers
California
$852K +$917K +14,254 New
US Bancorp
425
US Bancorp
Minnesota
$842K -$28.5K -443 -3%

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.