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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
PAS
151
Park Avenue Securities
New York
$7.67M +$1.22M +18,917 +17%
AI
152
Atria Investments
North Carolina
$7.6M +$141K +2,188 +2%
FCA
153
FLC Capital Advisors
California
$7.6M +$130K +2,018 +2%
WF
154
Williams Financial
Vermont
$7.45M -$4.19M -65,191 -34%
Financial Engines Advisors
155
Financial Engines Advisors
California
$7.41M -$553K -8,605 -6%
TWP
156
TFO Wealth Partners
Ohio
$7.39M +$71.8K +1,116 +0.9%
RWM
157
Ruedi Wealth Management
Illinois
$7.33M -$120K -1,867 -1%
GAM
158
Gemmer Asset Management
California
$7.33M -$972K -15,115 -11%
KAM
159
KEB Asset Management
Illinois
$7.25M -$105K -1,631 -1%
DB
160
Dravo Bay
Delaware
$7.2M -$448K -6,969 -5%
AWMM
161
Aegis Wealth Management (Maryland)
Maryland
$7.18M +$294K +4,571 +4%
PWMG
162
Pioneer Wealth Management Group
Texas
$7.18M +$7.73M +120,126 New
CPCP
163
Cedar Point Capital Partners
Iowa
$7.09M +$183K +2,840 +2%
MML Investors Services
164
MML Investors Services
Massachusetts
$7.02M +$1.72M +26,701 +29%
CA
165
Claris Advisors
Missouri
$7.02M +$804K +12,497 +12%
RA
166
Ruggaard & Associates
Ohio
$7M +$188K +2,916 +3%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$6.99M +$7.53M +117,050 New
PSP
168
Pacific Sage Partners
Washington
$6.96M +$100K +1,555 +1%
BCA
169
Ballentine Capital Advisors
South Carolina
$6.88M +$162K +2,522 +2%
CWM
170
CarsonAllaria Wealth Management
Illinois
$6.87M -$32.2K -500 -0.4%
GAM
171
GEM Asset Management
Michigan
$6.85M +$304K +4,734 +4%
PFG
172
Pinnacle Financial Group
Illinois
$6.82M +$579K +9,000 +9%
NA
173
NewEdge Advisors
Louisiana
$6.79M +$6.5K +101 +0.1%
AL
174
Aspiriant LLC
California
$6.75M -$48.9K -760 -0.7%
LG
175
LAM Group
Oregon
$6.7M -$5.47K -85 -0.1%

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.