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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
SIMC
376
Squire Investment Management Company
Utah
$1.45M -$48.3K -805 -3%
Janney Montgomery Scott
377
Janney Montgomery Scott
Pennsylvania
$1.45M +$47.4K +791 +4%
PAG
378
Powers Advisory Group
Illinois
$1.45M +$184K +3,065 +16%
IWC
379
Integrated Wealth Concepts
Massachusetts
$1.45M +$40.9K +682 +3%
SWP
380
Stratos Wealth Partners
Ohio
$1.45M +$30.6K +510 +2%
KWM
381
Kingsview Wealth Management
Oregon
$1.44M -$489K -8,153 -26%
CRC
382
Curi RMB Capital
Illinois
$1.44M +$70.1K +1,170 +5%
LNWWM
383
Laird Norton Wetherby Wealth Management
California
$1.43M +$1.35M +22,444 New
RWM
384
Rockwood Wealth Management
Pennsylvania
$1.42M +$779K +13,000 +139%
AWM
385
Accredited Wealth Management
Kentucky
$1.41M +$15K +250 +1%
GIA
386
Gladstone Institutional Advisory
Florida
$1.4M +$78.5K +1,310 +6%
AC
387
AWM Capital
Arizona
$1.38M
HI
388
Harbour Investments
Wisconsin
$1.36M -$6.65K -111 -0.5%
TIAAOA
389
Teachers Insurance & Annuity Association of America
New York
$1.35M
SW
390
Simplicity Wealth
New Jersey
$1.32M +$634K +10,577 +104%
QFA
391
Quantum Financial Advisors
California
$1.32M
QCIG
392
Quad-Cities Investment Group
Iowa
$1.31M +$116K +1,934 +10%
EWA
393
Exencial Wealth Advisors
Oklahoma
$1.31M +$183K +3,058 +18%
VWA
394
VSM Wealth Advisory
Maryland
$1.3M -$26.6K -443 -2%
PFG
395
Prospect Financial Group
Virginia
$1.3M +$237K +3,954 +24%
Renaissance Technologies
396
Renaissance Technologies
New York
$1.3M -$276K -4,600 -18%
UWM
397
USAdvisors Wealth Management
Minnesota
$1.26M +$23.3K +389 +2%
AF
398
Apollon Financial
South Carolina
$1.25M
EFP
399
Elser Financial Planning
Indiana
$1.24M
VA
400
Valmark Advisers
Ohio
$1.24M +$46K +768 +4%

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.