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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
SWGC
351
Summit Wealth Group (Colorado)
Colorado
$1.67M +$1.57M +26,247 New
LI
352
LVZ Inc
Michigan
$1.67M +$81.7K +1,362 +5%
WP
353
Westmount Partners
California
$1.67M -$57.4K -957 -4%
TIAA Trust, National Association
354
TIAA Trust, National Association
North Carolina
$1.67M +$39.2K +654 +3%
WMG
355
WESCAP Management Group
California
$1.66M -$1.12M -18,681 -42%
PNC Financial Services Group
356
PNC Financial Services Group
Pennsylvania
$1.66M +$378K +6,309 +32%
AWM
357
Axxcess Wealth Management
California
$1.62M
JWA
358
JFS Wealth Advisors
Pennsylvania
$1.6M -$229K -3,816 -13%
MOS
359
MGO One Seven
Ohio
$1.6M +$1.51M +25,139 New
SEI Investments
360
SEI Investments
Pennsylvania
$1.6M +$1.5M +25,049 New
AC
361
AlphaCore Capital
California
$1.56M -$2.88M -48,008 -66%
LW
362
Linscomb Wealth
Texas
$1.56M +$1.46M +24,416 New
WAP
363
Wealthcare Advisory Partners
Pennsylvania
$1.55M -$777K -12,968 -35%
SWA
364
Stratos Wealth Advisors
Ohio
$1.55M -$566K -9,443 -28%
GLLW
365
Graves Light Lenhart Wealth
Virginia
$1.54M +$232K +3,866 +19%
RGF
366
Retirement Guys Formula
Ohio
$1.54M -$18.2K -304 -1%
FC
367
FCA Corp
Texas
$1.53M +$89K +1,485 +7%
JWCA
368
J.W. Cole Advisors
Florida
$1.53M +$1.44M +23,996 New
CTWM
369
Cherry Tree Wealth Management
Minnesota
$1.51M -$107K -1,785 -7%
VWM
370
Verus Wealth Management
Wisconsin
$1.51M +$504K +8,410 +55%
SC
371
Shearwater Capital
Colorado
$1.5M
P
372
&Partners
Tennessee
$1.5M +$672K +11,206 +89%
ACS
373
Archford Capital Strategies
Illinois
$1.47M -$189K -3,158 -12%
FCG
374
Financial Connections Group
California
$1.47M -$1.12M -18,654 -45%
LFA
375
Lauterbach Financial Advisors
Texas
$1.46M +$7.07K +118 +0.5%

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.