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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
Mariner
51
Mariner
Kansas
$26.2M +$4.31M +66,962 +18%
CL
52
Choreo LLC
Illinois
$24.9M -$1.88M -29,272 -7%
DC
53
Davenport & Co
Virginia
$24.5M +$2.24M +34,771 +9%
FG
54
Foster Group
Iowa
$24.1M -$1.13M -17,642 -4%
TWM
55
Tanager Wealth Management
United Kingdom
$23.9M +$523K +8,137 +2%
BFG
56
Bouchey Financial Group
New York
$23.3M +$809K +12,581 +3%
Comerica Bank
57
Comerica Bank
Texas
$23.3M -$640K -9,955 -2%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$23.3M -$4.87M -75,734 -16%
PFM
59
Phillips Financial Management
Indiana
$22.4M +$3.69M +57,425 +18%
Osaic Holdings
60
Osaic Holdings
Arizona
$22M +$15.1M +235,107 +176%
FNT
61
First National Trust
Pennsylvania
$21.7M -$187K -2,908 -0.8%
THL
62
Tillman Hartley LLC
Colorado
$21.6M +$347K +5,395 +2%
FC
63
Financial Consulate
Maryland
$21.2M +$22.8M +354,649 New
MSWMA
64
Market Street Wealth Management Advisors
Indiana
$21M +$363K +5,644 +2%
HWMT
65
Heritage Wealth Management (Texas)
Texas
$20.9M +$398K +6,196 +2%
DF
66
DecisionPoint Financial
Arizona
$20.8M +$1.93M +30,022 +9%
EWA
67
EP Wealth Advisors
California
$20.4M +$8.49M +131,958 +63%
FMWA
68
Forvis Mazars Wealth Advisors
Missouri
$19M -$2.1M -32,634 -9%
NHT
69
New Hampshire Trust
New Hampshire
$18.9M +$1.17M +18,177 +6%
PCI
70
Planning Center Inc
Illinois
$18.6M +$112K +1,739 +0.6%
HWMG
71
Hurlow Wealth Management Group
Indiana
$18.2M +$1.13M +17,611 +6%
YAL
72
Your Advocates Ltd
Texas
$18M +$1.25M +19,434 +7%
AAP
73
Arax Advisory Partners
Colorado
$17.9M +$1.53M +23,738 +9%
EWM
74
Empirical Wealth Management
Washington
$17.9M -$531K -8,262 -3%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$17.8M -$251K -3,907 -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.