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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
CQWA
451
Chokshi & Queen Wealth Advisors
California
$686K
KCM
452
KM Capital Management
Texas
$677K -$186K -2,898 -20%
ATI
453
ARK & TLK Investments
Oklahoma
$676K
JC
454
Jentner Corp
Ohio
$674K -$162K -2,526 -18%
GA
455
Greenspring Advisors
Maryland
$668K
WTC
456
WhitTier Trust Company
Nevada
$667K +$717K +11,156 New
PWIA
457
Porter White Investment Advisors
Alabama
$663K -$1.03K -16 -0.1%
2L
458
25 LLC
Missouri
$663K +$1.03K +16 +0.1%
BBHC
459
Brown Brothers Harriman & Co
New York
$655K +$321K +4,991 +84%
JSL
460
JT Stratford LLC
Georgia
$647K +$696K +10,824 New
EFS
461
Essex Financial Services
Connecticut
$641K +$25.2K +392 +4%
CFG
462
Citizens Financial Group
Rhode Island
$641K +$1.48K +23 +0.2%
CAL
463
Capital Analysts LLC
Pennsylvania
$638K +$656K +10,202 +2,108%
SIC
464
SJS Investment Consulting
Ohio
$636K +$7.72K +120 +1%
BCI
465
Brinker Capital Investments
Pennsylvania
$630K -$265K -4,124 -28%
OPS
466
Orion Portfolio Solutions
Nebraska
$630K -$265K -4,124 -28%
GB
467
Goepper Burkhardt
South Carolina
$623K +$133K +2,065 +25%
GCM
468
Graver Capital Management
Ohio
$623K
AWM
469
Apollon Wealth Management
South Carolina
$611K -$9.9K -154 -1%
SW
470
Simplicity Wealth
New Jersey
$605K +$651K +10,125 New
CFA
471
CWS Financial Advisors
Michigan
$605K +$28.4K +441 +5%
CFS
472
CRA Financial Services
New Jersey
$603K +$175K +2,715 +37%
CPSAC
473
Chas P. Smith & Associates (CPS)
Florida
$588K
MWPCG
474
Measured Wealth Private Client Group
New Hampshire
$586K -$5.79K -90 -0.9%
CWM
475
Congress Wealth Management
Massachusetts
$586K -$101K -1,569 -14%

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.