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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
CWM
751
Cranbrook Wealth Management
Michigan
$2.98K
AIC
752
Archer Investment Corporation
Indiana
$896
Citigroup
753
Citigroup
New York
$359 -$3.21K -50 -89%
BlackRock
754
BlackRock
New York
$38 +$64 +1 New
IPA
755
Investment Planning Advisors
Georgia
-$4.5M -69,100 Closed
IPW
756
IronBridge Private Wealth
Texas
-$3.71M -57,021 Closed
JWCA
757
J.W. Cole Advisors
Florida
-$1.29M -19,854 Closed
EFA
758
Edge Financial Advisors
Illinois
-$1.08M -16,657 Closed
B
759
BetterWealth
California
-$930K -14,295 Closed
BPWM
760
Black Point Wealth Management
Florida
-$651K -9,996 Closed
TA
761
TrueWealth Advisors
Alabama
-$648K -9,962 Closed
HWM
762
HFG Wealth Management
Texas
-$504K -7,765 Closed
QCM
763
QRG Capital Management
Illinois
-$376K -5,777 Closed
SIA
764
Sovereign Investment Advisors
Arizona
-$347K -5,332 Closed
IAA
765
Independent Advisor Alliance
North Carolina
-$301K -4,629 Closed
DWM
766
Dakota Wealth Management
Florida
-$259K -3,975 Closed
IFG
767
Independent Financial Group
California
-$230K -3,535 Closed
NAM
768
NorthCrest Asset Manangement
Minnesota
-$229K -3,516 Closed
MM
769
Meridian Management
Arkansas
-$219K -3,367 Closed
FPW
770
Fairvoy Private Wealth
Alabama
-$218K -3,354 Closed
BWP
771
BSW Wealth Partners
Colorado
-$214K -3,282 Closed
JPLA
772
Joseph P. Lucia & Associates
New York
-$210K -3,234 Closed
GT
773
Greenleaf Trust
Michigan
-$210K -3,228 Closed
IP
774
Isthmus Partners
Wisconsin
-$203K -3,114 Closed
SVWAG
775
Sound View Wealth Advisors Group
Georgia
-$203K -3,112 Closed

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.