We are live on ! Find out more
DFAS icon

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
TAM
276
TCP Asset Management
Ohio
$2.92M +$108K +1,806 +4%
MAC
277
Mason & Associates (California)
California
$2.91M +$62.7K +1,046 +2%
MG
278
Mather Group
Illinois
$2.89M +$94.4K +1,574 +4%
CFGA
279
Cambridge Financial Group (Arizona)
Arizona
$2.87M +$3.42K +57 +0.1%
IWM
280
IHT Wealth Management
Illinois
$2.86M -$92.2K -1,538 -3%
TCBWMS
281
Texas Capital Bank Wealth Management Services
Texas
$2.86M
EFG
282
Embree Financial Group
Illinois
$2.85M +$267K +4,459 +11%
WANY
283
Wealthspire Advisors (New York)
New York
$2.84M -$246K -4,110 -8%
CFO
284
Colony Family Offices
North Carolina
$2.84M +$1.5M +25,088 +129%
SCA
285
Strathmore Capital Advisors
North Carolina
$2.83M +$2.58M +43,088 New
PFA
286
Pettinga Financial Advisors
Indiana
$2.83M +$162K +2,700 +6%
EH
287
Equitable Holdings
New York
$2.82M +$131K +2,177 +5%
IDA
288
Intelligence Driven Advisers
California
$2.82M +$1.8M +29,971 +210%
DWM
289
Dopkins Wealth Management
New York
$2.81M -$91.2K -1,521 -3%
DW30
290
Drucker Wealth 3.0
New Jersey
$2.8M +$1.62M +26,982 +173%
SAM
291
Smartleaf Asset Management
Massachusetts
$2.79M -$35.9K -599 -1%
KIM
292
Kestra Investment Management
Texas
$2.79M +$1.75M +29,150 +187%
AFO
293
Aurelius Family Office
New Hampshire
$2.78M +$29.1K +485 +1%
HIA
294
HTG Investment Advisors
Connecticut
$2.75M +$20.4K +340 +0.8%
SC
295
Schoolcraft Capital
Colorado
$2.74M -$338K -5,633 -12%
MNBTD
296
Moody National Bank Trust Division
Texas
$2.72M +$165K +2,757 +7%
LFGO
297
Legacy Financial Group (Oklahoma)
Oklahoma
$2.7M -$37.4K -624 -1%
SCTC
298
Sanibel Captiva Trust Company
Florida
$2.69M +$384K +6,405 +18%
NFP
299
Narus Financial Partners
Utah
$2.66M -$483K -8,054 -16%
MCA
300
Maryland Capital Advisors
Maryland
$2.63M +$509K +8,498 +26%

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.