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
NC
626
North Capital
Utah
$222K +$238K +3,708 New
NPFS
627
Novak & Powell Financial Services
Florida
$221K +$26.9K +419 +13%
EIG
628
Ellenbecker Investment Group
Wisconsin
$220K +$193 +3 +0.1%
TFP
629
Tilia Fiduciary Partners
North Carolina
$218K +$25.1K +391 +12%
OWA
630
Oak Wealth Advisors
Illinois
$218K
VA
631
VestGen Advisors
Illinois
$218K +$234K +3,641 New
AFP
632
Ausdal Financial Partners
Iowa
$214K +$230K +3,581 New
RWP
633
Revolve Wealth Partners
New Jersey
$212K +$229K +3,556 New
PMG
634
Private Management Group
California
$212K +$228K +3,552 New
VCA
635
Verdence Capital Advisors
Maryland
$212K +$257 +4 +0.1%
ICM
636
Intrepid Capital Management
Florida
$211K +$129 +2 +0.1%
PP
637
PDS Planning
Ohio
$211K +$450 +7 +0.2%
SF
638
Safeguard Financial
Wisconsin
$211K -$6.56K -102 -3%
BFA
639
Benningfield Financial Advisors
California
$210K +$226K +3,519 New
RFC
640
Regions Financial Corp
Alabama
$210K
PIA
641
Perennial Investment Advisors
California
$208K
First Manhattan
642
First Manhattan
New York
$207K
GA
643
Goldstein Advisors
Wisconsin
$207K -$27.3K -424 -11%
FIC
644
Family Investment Center
Missouri
$206K -$42.6K -662 -16%
FFA
645
First Foundation Advisors
California
$206K
PIM
646
Penobscot Investment Management
Massachusetts
$206K
BAM
647
Belpointe Asset Management
Nevada
$205K
FCA
648
Fortis Capital Advisors
Kansas
$205K
BB
649
Busey Bank
Illinois
$205K
PHWM
650
Pine Harbor Wealth Management
Maryland
$203K +$129 +2 +0.1%

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.