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Dimensional US Small Cap ETF

769 hedge funds and large institutions have $8.06B invested in Dimensional US Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 344 increasing their positions, 219 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 34

57% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 219

13% more capital invested

Capital invested by funds: $7.16B → $8.06B (+$900M)

2% more funds holding

Funds holding: 753769 (+16)

1% more funds holding in top 10

Funds holding in top 10: 9596 (+1)

0.97% more ownership

Funds ownership: 78.12%79.09% (+0.97%)

Holders
769
Holders Change
+16
Holders Change %
+2.12%
% of All Funds
10.13%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.26%
New
62
Increased
344
Reduced
219
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWS
226
Discipline Wealth Solutions
South Carolina
$4.5M +$504K +8,401 +14%
FFG
227
First Financial Group
North Carolina
$4.43M +$327K +5,451 +8%
KWA
228
Kondo Wealth Advisors
California
$4.39M +$34.5K +576 +0.9%
HHWM
229
Hiley Hunt Wealth Management
Nebraska
$4.3M +$236K +3,942 +6%
FWM
230
Forza Wealth Management
Florida
$4.29M +$344K +5,743 +9%
FIA
231
Foundations Investment Advisors
Arizona
$4.23M +$916K +15,279 +30%
FWM
232
FMB Wealth Management
California
$4.2M -$72.3K -1,206 -2%
CAM
233
CPA Asset Management
Florida
$4.19M +$221K +3,687 +6%
IAG
234
Investmark Advisory Group
Connecticut
$4.16M -$1.04M -17,330 -21%
WDL
235
Well Done LLC
Michigan
$4.09M -$76.5K -1,276 -2%
PWA
236
Physician Wealth Advisors
Utah
$4.08M +$91.7K +1,530 +2%
BP
237
BWM Planning
Texas
$4.08M -$4.73M -78,870 -55%
KAM
238
Kraft Asset Management
Tennessee
$3.93M -$93K -1,552 -2%
WP
239
Wealthspan Partners
Iowa
$3.88M -$55.2K -920 -1%
BWM
240
Birchcreek Wealth Management
Ohio
$3.83M +$437K +7,293 +14%
FWTB
241
First Western Trust Bank
Colorado
$3.76M -$40.3K -673 -1%
PA
242
PFG Advisors
Arizona
$3.73M +$292K +4,869 +9%
TCM
243
TruNorth Capital Management
Michigan
$3.68M -$29.5K -492 -0.8%
DFC
244
DBK Financial Counsel
Ohio
$3.65M +$90K +1,502 +3%
OHWP
245
Oak Harbor Wealth Partners
North Carolina
$3.64M +$154K +2,576 +5%
CFP
246
Cascade Financial Partners
California
$3.61M -$154K -2,569 -4%
SHFA
247
SC&H Financial Advisors
Maryland
$3.6M -$48.3K -806 -1%
CL
248
CLG LLC
California
$3.58M -$326K -5,439 -9%
Bank of New York Mellon
249
Bank of New York Mellon
New York
$3.57M -$20.3K -339 -0.6%
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$3.52M -$3.7M -61,736 -53%

DFAS Hedge Fund Activity: Q2 2025 in Review

769 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q2 2025, worth a combined $8.06B — up 13% from $7.16B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DFAS positions and 34 closed out — a net gain of 28 holders — while 344 added to existing stakes and 219 trimmed.

The largest buyer was Creative Planning, adding an estimated $204M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $146M sold.

  • 769 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q2 2025, up from 753 in Q1 2025.
  • Funds reported $8.06B of Dimensional US Small Cap ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 62 funds opened new Dimensional US Small Cap ETF positions in Q2 2025 and 34 closed out, a net change of +28 holders.
  • The largest Dimensional US Small Cap ETF buyer in Q2 2025 was Creative Planning, an estimated $204M added.
  • The largest Dimensional US Small Cap ETF seller in Q2 2025 was Alaska Permanent Fund, an estimated $146M sold.

Based on aggregated 13F filings for Q2 2025.