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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
DADC
326
D.A. Davidson & Co
Montana
$2.18M -$541K -9,026 -21%
MFC
327
Morris Financial Concepts
South Carolina
$2.17M +$560K +9,348 +38%
AWM
328
Ariadne Wealth Management
California
$2.09M -$65.1K -1,086 -3%
IF
329
Ironwood Financial
Arizona
$2.08M
MAG
330
Mayfair Advisory Group
Alabama
$2.05M +$749K +12,499 +65%
OC
331
Oarsman Capital
Wisconsin
$2.04M -$2.95M -49,198 -61%
BFG
332
Berger Financial Group
Minnesota
$2.03M +$377K +6,296 +25%
SPI
333
Sutton Place Investors
New York
$2.02M -$16.5K -275 -0.9%
WWA
334
WCG Wealth Advisors
Nevada
$2.01M +$124K +2,062 +7%
CWP
335
Concord Wealth Partners
Virginia
$2.01M -$20.4K -341 -1%
CAMV
336
Concord Asset Management (Virginia)
Virginia
$2.01M +$1.89M +31,550 New
CIA
337
Concurrent Investment Advisors
Florida
$2M +$901K +15,035 +92%
CAL
338
Capital Analysts LLC
Pennsylvania
$1.99M +$1.23M +20,594 +193%
AAA
339
AG Asset Advisory
California
$1.99M +$71.2K +1,187 +4%
CWS
340
Cypress Wealth Services
California
$1.92M -$55.2K -920 -3%
FOA
341
Five Oceans Advisors
California
$1.92M +$126K +2,101 +8%
Thrivent Financial for Lutherans
342
Thrivent Financial for Lutherans
Minnesota
$1.9M -$1.18M -19,723 -40%
HWM
343
Hemington Wealth Management
Virginia
$1.88M
PIWA
344
Prevail Innovative Wealth Advisors
Kansas
$1.83M +$257K +4,295 +18%
HTWM
345
Hartmann Taylor Wealth Management
Texas
$1.8M +$416K +6,940 +33%
IAN
346
Integrated Advisors Network
Texas
$1.8M +$132K +2,202 +8%
EWA
347
Elevate Wealth Advisory
Georgia
$1.79M -$57.8K -964 -3%
SFP
348
SwitchPoint Financial Planning
Utah
$1.78M
AWE
349
Avidian Wealth Enterprises
Texas
$1.77M -$505K -8,419 -23%
EWP
350
Elevation Wealth Partners
California
$1.76M +$361K +6,020 +28%

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.