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
Ameriprise
426
Ameriprise
Minnesota
$1.02M -$30.8K -513 -3%
USCWA
427
U.S. Capital Wealth Advisors
Texas
$1M -$516K -8,605 -35%
ADL
428
Asset Dedication LLC
California
$1M -$16.2K -271 -2%
FI
429
Financial Insights
Washington
$1M -$47.8K -798 -5%
STA
430
Summit Trail Advisors
New York
$993K +$30.2K +504 +3%
OCG
431
Opus Capital Group
Ohio
$971K +$914K +15,244 New
LSA
432
L & S Advisors
California
$955K +$125K +2,092 +16%
VFA
433
Valeo Financial Advisors
Indiana
$953K -$148K -2,475 -14%
VFP
434
Verus Financial Partners
Virginia
$921K +$2.28K +38 +0.3%
SWM
435
SpringVest Wealth Management
Texas
$920K -$206K -3,434 -19%
US Bancorp
436
US Bancorp
Minnesota
$902K +$4.2K +70 +0.5%
CCM
437
Coldstream Capital Management
Washington
$895K +$121K +2,018 +17%
SMC
438
Smith, Moore & Co
Missouri
$885K -$60.2K -1,004 -7%
EFS
439
Essex Financial Services
Connecticut
$879K +$183K +3,060 +29%
AL
440
ADE LLC
Maryland
$879K +$597K +9,954 +259%
FCB
441
First County Bank
Connecticut
$875K +$93.9K +1,567 +13%
JSL
442
JT Stratford LLC
Georgia
$870K +$170K +2,831 +26%
CF
443
Centaurus Financial
California
$856K +$30.8K +513 +4%
BCI
444
Brinker Capital Investments
Pennsylvania
$852K +$169K +2,826 +27%
SB
445
Semitam Bonam
New York
$849K +$799K +13,323 New
TWP
446
Total Wealth Planning
Ohio
$841K +$41.5K +692 +6%
Citadel Advisors
447
Citadel Advisors
Florida
$836K -$342K -5,709 -30%
WFA
448
Websterrogers Financial Advisors
South Carolina
$832K +$60 +1 +0%
CAM
449
Clark Asset Management
New Hampshire
$814K +$360 +6 +0%
WRPWM
450
Werba Rubin Papier Wealth Management
California
$803K -$3.54K -59 -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.