We are live on ! Find out more
DFAS icon

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
CFO
476
CVA Family Office
Colorado
$580K +$1.09K +17 +0.2%
SFS
477
Sowell Financial Services
Arkansas
$580K -$59.3K -922 -9%
CCFM
478
Clear Creek Financial Management
Washington
$579K +$624K +9,698 New
CIA
479
Capital Investment Advisors
Georgia
$576K +$39.2K +610 +7%
AWP
480
Abacus Wealth Partners
California
$573K -$45.1K -701 -7%
PFPT
481
Pinnacle Financial Partners (Tennessee)
Tennessee
$566K +$9.39K +146 +2%
Fisher Asset Management
482
Fisher Asset Management
Washington
$562K +$605K +9,413 New
RWM
483
Rockwood Wealth Management
Pennsylvania
$558K +$290K +4,513 +94%
KCPG
484
Kavar Capital Partners Group
Kansas
$554K +$579 +9 +0.1%
WPW
485
Watershed Private Wealth
Illinois
$554K
SPC
486
Sigma Planning Corp
Michigan
$554K -$19.2K -299 -3%
AWM
487
Avior Wealth Management
Nebraska
$552K -$5.21K -81 -0.9%
Betterment LLC
488
Betterment LLC
New York
$551K -$151K -2,345 -20%
PFBT
489
Parkside Financial Bank & Trust
Missouri
$549K -$123K -1,910 -17%
CIA
490
Cladis Investment Advisory
Montana
$547K -$12.9K -200 -2%
Lido Advisors
491
Lido Advisors
California
$537K +$256K +3,982 +80%
WCG
492
Weaver Consulting Group
California
$536K +$240K +3,738 +72%
EW
493
Evoke Wealth
California
$535K
KeyBank National Association
494
KeyBank National Association
Ohio
$534K
WA
495
Waverly Advisors
Alabama
$532K +$213K +3,311 +59%
PC
496
Peavine Capital
Nevada
$531K
MKW
497
Mullaney, Keating & Wright
Connecticut
$530K
MIC
498
Meridian Investment Counsel
California
$526K
BFA
499
Beacon Financial Advisory
Ohio
$524K -$98.7K -1,535 -15%
PFA
500
Professional Financial Advisors
Nebraska
$524K +$1.22K +19 +0.2%

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.