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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
SIM
676
Synergy Investment Management
Florida
$122K
QC
677
Quent Capital
New York
$122K +$6.24K +97 +5%
TWD
678
True Wealth Design
Ohio
$118K -$11.6K -180 -8%
TFM
679
TFC Financial Management
Massachusetts
$110K
AWM
680
AE Wealth Management
Kansas
$109K +$35K +544 +43%
BL
681
BFSG LLC
California
$107K +$8.62K +134 +8%
Fifth Third Bancorp
682
Fifth Third Bancorp
Ohio
$106K
CPA
683
Compass Planning Associates
Massachusetts
$105K +$257 +4 +0.2%
AP
684
Aspect Partners
Virginia
$102K
SC
685
SouthState Corp
Florida
$101K +$109K +1,692 New
FG
686
Fairman Group
Pennsylvania
$101K +$193 +3 +0.2%
NRWA
687
North Ridge Wealth Advisors
Oregon
$101K
CA
688
Continuum Advisory
Idaho
$99.4K
BCWM
689
Bartlett & Co Wealth Management
Ohio
$98.3K
CFFP
690
Center for Financial Planning
Michigan
$90.7K
FCT
691
First Community Trust
Iowa
$89.6K
CTC
692
Central Trust Company
Missouri
$82.1K +$1.42K +22 +2%
RI
693
Ridgewood Investments
New Jersey
$79.9K
MWA
694
Medallion Wealth Advisors
Connecticut
$70.4K -$11.9K -185 -14%
PAM
695
Parvin Asset Management
South Dakota
$65.7K
T
696
Transce3nd
Texas
$65K -$76.7K -1,192 -50%
PGAM
697
Princeton Global Asset Management
New Jersey
$63.9K
SN
698
Sittner & Nelson
Oregon
$61K +$15K +233 +30%
BGWM
699
Bridge Generations Wealth Management
Florida
$60.6K
GWANC
700
Guardian Wealth Advisors (North Carolina)
North Carolina
$59.8K

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.