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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
PTP
251
Platform Technology Partners
New York
$3.49M +$280K +4,666 +9%
AL
252
ACAS LLC
California
$3.46M +$244K +4,070 +9%
EFA
253
Efficient Frontier Advisors
Connecticut
$3.4M -$335K -5,591 -9%
GFA
254
Grunden Financial Advisory
Texas
$3.39M -$223K -3,724 -7%
PWS
255
Physician Wealth Solutions
Nevada
$3.37M
AUB
256
Atlantic Union Bankshares
Virginia
$3.29M +$3.09M +51,571 New
IAG
257
Investment Advisory Group
Massachusetts
$3.27M -$163K -2,715 -5%
GJIA
258
Glass Jacobson Investment Advisors
Maryland
$3.24M +$29.9K +498 +1%
AQR Capital Management
259
AQR Capital Management
Connecticut
$3.23M +$899K +14,999 +42%
TF
260
TME Financial
California
$3.2M -$338K -5,638 -10%
SF
261
Synovus Financial
Georgia
$3.17M +$1.22M +20,416 +69%
MWM
262
Modern Wealth Management
Kansas
$3.13M +$404K +6,738 +16%
SIS
263
Strategic Investment Solutions
Illinois
$3.12M -$557K -9,291 -16%
KFA
264
Kelleher Financial Advisors
New York
$3.11M +$69.5K +1,160 +2%
BCM
265
Blume Capital Management
California
$3.09M -$7.49K -125 -0.3%
TC
266
TAGStone Capital
North Carolina
$3.09M +$120K +1,997 +4%
MWP
267
Meridian Wealth Partners
Pennsylvania
$3.05M +$240K +3,999 +9%
BTI
268
Blue Trust Inc
Georgia
$3.05M -$102K -1,704 -3%
FIM
269
Freedom Investment Management
Connecticut
$3.04M -$41K -684 -1%
SF
270
Strategent Financial
Virginia
$3.02M +$328K +5,472 +13%
PWM
271
Parkworth Wealth Management
California
$2.97M +$83.4K +1,391 +3%
HSG
272
Helen Stephens Group
Texas
$2.97M +$1.08M +17,955 +63%
BA
273
BCM Advisors
Louisiana
$2.95M +$174K +2,910 +7%
VPF
274
Vantage Point Financial
Illinois
$2.95M +$118K +1,975 +4%
1WA
275
180 Wealth Advisors
Washington
$2.93M +$864K +14,415 +46%

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.