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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
BIG
76
Builder Investment Group
Georgia
$17.7M +$270K +4,196 +1%
TFG
77
Tilson Financial Group
New Jersey
$17.4M +$592K +9,208 +3%
JTWM
78
Jackson Thornton Wealth Management
Alabama
$17.2M +$1.02M +15,799 +5%
DEM
79
Disciplined Equity Management
Florida
$16.9M +$116K +1,800 +0.6%
Morgan Stanley
80
Morgan Stanley
New York
$16.1M +$383K +5,949 +2%
PFA
81
Pillar Financial Advisors
Kentucky
$16.1M +$850K +13,221 +5%
PS
82
Pinney & Scofield
Massachusetts
$15.9M +$753K +11,712 +5%
AF
83
Advisornet Financial
Minnesota
$15.6M +$849K +13,195 +5%
FFA
84
Farther Finance Advisors
California
$15.6M +$4M +62,159 +32%
RFP
85
Root Financial Partners
California
$15.5M +$15.8M +245,533 +1,794%
FSWA
86
Financial Synergies Wealth Advisors
Texas
$15.5M +$540K +8,397 +3%
FPCG
87
Forum Private Client Group
Indiana
$15.4M +$681K +10,589 +4%
TFO
88
Timonier Family Office
North Carolina
$15.3M +$2.07M +32,159 +14%
DAS
89
Dynamic Advisor Solutions
Arizona
$15.2M +$235K +3,652 +1%
MAM
90
McLean Asset Management
Virginia
$15.1M +$423K +6,575 +2%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$14.9M -$893K -13,882 -5%
EFP
92
EnRich Financial Partners
Wisconsin
$14.9M -$1.39M -21,643 -8%
BPA
93
Beacon Pointe Advisors
California
$14.7M +$935K +14,541 +6%
PWM
94
PBMares Wealth Management
Virginia
$14.2M +$1.83M +28,461 +14%
MWM
95
Mission Wealth Management
California
$14M -$962K -14,961 -6%
SMM
96
Stadion Money Management
Georgia
$13.9M -$8.17K -127 -0.1%
WFA
97
West Financial Advisors
Iowa
$13.9M +$571K +8,880 +4%
AIA
98
Armor Investment Advisors
North Carolina
$13.8M +$181K +2,818 +1%
LFS
99
Lutz Financial Services
Nebraska
$13.5M -$206K -3,199 -1%
LI
100
LRI Investments
Florida
$13.4M +$14M +217,299 +3,115%

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.