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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
MHWM
651
Montz Harcus Wealth Management
Louisiana
$201K +$217K +3,370 New
KSB
652
Kennebec Savings Bank
Maine
$191K -$3.02K -47 -1%
CT
653
Caldwell Trust
Florida
$188K
WT
654
Whittier Trust
California
$185K
IA
655
IFP Advisors
Florida
$184K +$57.3K +891 +41%
OC
656
Oakworth Capital
Alabama
$183K
Franklin Resources
657
Franklin Resources
California
$180K +$450 +7 +0.2%
RF
658
Robinswood Financial
Washington
$175K
ACA
659
Aptus Capital Advisors
Alabama
$174K -$8.81K -137 -4%
HCM
660
Hollencrest Capital Management
California
$170K
CF
661
Conquis Financial
California
$169K
CIBC Private Wealth Group
662
CIBC Private Wealth Group
Georgia
$164K -$138K -2,152 -41%
RTL
663
Red Tortoise LLC
Georgia
$161K
CMP
664
Coston McIsaac & Partners
Maine
$153K +$707 +11 +0.4%
CMBA
665
C.M. Bidwell & Associates
Hawaii
$147K -$66.9K -1,040 -30%
SC
666
Sawyer & Company
Massachusetts
$146K -$59.5K -925 -27%
WWM
667
Woodside Wealth Management
Massachusetts
$145K +$156K +2,433 New
PWAM
668
Private Wealth Asset Management
Iowa
$144K +$155K +2,405 New
NOI
669
Newton One Investments
Delaware
$138K +$129 +2 +0.1%
Bessemer Group
670
Bessemer Group
New Jersey
$131K +$141K +2,187 New
CCM
671
Chilton Capital Management
Texas
$129K +$138K +2,151 New
PWA
672
Provenance Wealth Advisors
Florida
$127K
AssetMark Inc
673
AssetMark Inc
California
$127K -$54.9K -853 -29%
SPIA
674
Steward Partners Investment Advisory
New York
$126K -$42.5K -661 -24%
WSFS
675
Wilmington Savings Fund Society
Delaware
$125K -$148K -2,300 -52%

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.