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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
ACM
101
Aspen Capital Management
Idaho
$13.4M +$14.4M +224,108 New
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$13.2M +$1.62M +25,263 +13%
CA
103
Clune & Associates
Illinois
$13M +$198K +3,081 +1%
PWP
104
Parkwoods Wealth Partners
New York
$12.9M +$121K +1,880 +0.9%
HIF
105
Hill Island Financial
Michigan
$12.9M +$4.58M +71,187 +49%
JP Morgan Chase
106
JP Morgan Chase
New York
$12.7M -$854K -13,276 -6%
AIC
107
Allodium Investment Consultants
Minnesota
$12.4M +$3.13M +48,602 +31%
AA
108
Advisory Alpha
Michigan
$12.4M +$3.03M +47,072 +29%
OCM
109
One Capital Management
California
$12.1M +$3.4M +52,933 +35%
PIAS
110
PCA Investment Advisory Services
Ohio
$12.1M +$1.93M +30,064 +17%
AAS
111
Avantax Advisory Services
Texas
$11.9M +$7.7M +119,686 +152%
OIA
112
OneDigital Investment Advisors
Kansas
$11.7M -$388K -6,040 -3%
GCM
113
G2 Capital Management
Ohio
$11.7M +$778K +12,091 +7%
MSWM
114
McGlone Suttner Wealth Management
Wisconsin
$11.6M +$232K +3,613 +2%
AA
115
Aire Advisors
California
$11.5M +$278K +4,324 +2%
MHB
116
Midwest Heritage Bank
Iowa
$11.2M +$1.43M +22,225 +14%
Stifel Financial
117
Stifel Financial
Missouri
$11M +$1.07M +16,679 +10%
SIG
118
Spinnaker Investment Group
California
$10.9M +$1.08M +16,816 +10%
AIS
119
American Investment Services
Massachusetts
$10.8M +$526K +8,180 +5%
LFG
120
Larson Financial Group
Missouri
$10.8M -$597K -9,279 -5%
MWA
121
Monograph Wealth Advisors
California
$10.6M +$338K +5,262 +3%
GHA
122
Granite Harbor Advisors
Texas
$10.5M -$1.44M -22,336 -11%
CPA
123
Cardiff Park Advisors
California
$10.2M +$226K +3,511 +2%
BWMG
124
Bannerman Wealth Management Group
Texas
$10.1M +$602K +9,367 +6%
AF
125
Allworth Financial
California
$9.97M +$3.09K +48 +0%

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.