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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
CI
401
CX Institutional
Indiana
$1.23M -$4.23M -70,618 -79%
Kovitz Investment Group Partners
402
Kovitz Investment Group Partners
Illinois
$1.22M +$1.2K +20 +0.1%
WAN
403
Wealth Advisors Northwest
Oregon
$1.22M -$16.8K -281 -1%
JIC
404
Johnson Investment Counsel
Ohio
$1.22M
CCA
405
Clarity Capital Advisors
Florida
$1.21M +$2.58K +43 +0.2%
PB
406
Pinnacle Bancorp
Nebraska
$1.21M -$7.37K -123 -0.6%
SPF
407
South Plains Financial
Texas
$1.19M
NGA
408
Naples Global Advisors
Florida
$1.19M +$85.8K +1,431 +8%
WIM
409
Warwick Investment Management
Texas
$1.18M +$2.46K +41 +0.2%
SIC
410
Samalin Investment Counsel
New York
$1.17M +$130K +2,174 +13%
GVAG
411
Great Valley Advisor Group
Delaware
$1.17M -$40.9M -682,492 -97%
JC
412
Jentner Corp
Ohio
$1.13M +$390K +6,502 +58%
SCP
413
Stevens Capital Partners
Nebraska
$1.13M -$34.1K -569 -3%
IFWM
414
Institute for Wealth Management
Colorado
$1.12M
IA
415
IFG Advisory
Georgia
$1.12M +$219K +3,656 +26%
BFC
416
Bedel Financial Consulting
Indiana
$1.11M +$5.33K +89 +0.5%
AWP
417
Axis Wealth Partners
Rhode Island
$1.1M +$75.4K +1,257 +8%
BCA
418
Bay Colony Advisors
Massachusetts
$1.1M +$214K +3,571 +26%
FNBT
419
FineMark National Bank & Trust
Florida
$1.1M +$128K +2,132 +14%
OW
420
Olistico Wealth
Oklahoma
$1.07M -$18.6K -310 -2%
PFS
421
Prospera Financial Services
Texas
$1.05M +$63K +1,051 +7%
ES
422
Eagle Strategies
New York
$1.04M -$406K -6,770 -29%
CPA
423
Cathy Pareto & Associates
Florida
$1.03M -$6.83K -114 -0.7%
MWA
424
Mills Wealth Advisors
Texas
$1.03M +$184K +3,077 +24%
ATI
425
ARK & TLK Investments
Oklahoma
$1.02M +$282K +4,699 +42%

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.