Dimensional US Small Cap ETF
DFAS
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.
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: 740 → 753 (+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: 107 → 95 (-12)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$230M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$29.1M |
| 3 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
+$22.8M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$16M |
| 5 |
RFP
Root Financial Partners
Encinitas,
California
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
-$45.9M |
| 2 |
IFA
Index Fund Advisors
Irvine,
California
|
-$44.5M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$21.1M |
| 4 |
I
INVST
Indianapolis,
Indiana
|
-$10.3M |
| 5 |
CW
Curio Wealth
Annapolis,
Maryland
|
-$5.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RPGK
776
Retirement Planning Group (Kansas)
Leawood,
Kansas
| – | -$202K | -3,105 | Closed |
|
|
NCM
777
Northwest Capital Management
Lake Oswego,
Oregon
| – | -$140K | -2,145 | Closed |
|
|
SIM
778
Studio Investment Management
Chicago,
Illinois
| – | -$91.9K | -1,412 | Closed |
|
|
EBA
779
Eagle Bay Advisors
New York
| – | -$82.3K | -1,265 | Closed |
|
|
CFGS
780
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$75.4K | -1,114 | Closed |
|
781
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$45.1K | -693 | Closed |
|
|
CAS
782
Coppell Advisory Solutions
Coppell,
Texas
| – | -$43.5K | -669 | Closed |
|
|
EWM
783
Evermay Wealth Management
Arlington,
Virginia
| – | -$15.2K | -233 | Closed |
|
|
TSMHT
784
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$13.4K | -206 | Closed |
|
|
VWM
785
Venturi Wealth Management
Austin,
Texas
| – | -$6.96K | -107 | Closed |
|
786
Simplex Trading
Chicago,
Illinois
| – | -$6K | -100 | Closed |
|
|
NWM
787
Nova Wealth Management
Bonita Springs,
Florida
| – | -$1.14K | -18 | 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.