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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
RLIM
451
Red Lighthouse Investment Management
New York
$798K -$462K -7,700 -38%
CB
452
Commerce Bank
Missouri
$784K -$71.8K -1,198 -9%
IA
453
IFG Advisors
Missouri
$781K +$10.5K +175 +1%
BRWA
454
B. Riley Wealth Advisors
Florida
$735K +$692K +11,540 New
HPC
455
HM Payson & Co
Maine
$733K -$1.02M -16,944 -60%
CQWA
456
Chokshi & Queen Wealth Advisors
California
$732K
CFA
457
CWS Financial Advisors
Michigan
$725K +$75.8K +1,264 +12%
Fidelity Investments
458
Fidelity Investments
Massachusetts
$725K -$94.4K -1,575 -12%
WTC
459
WhitTier Trust Company
Nevada
$711K
PWIA
460
Porter White Investment Advisors
Alabama
$707K +$60 +1 +0%
2L
461
25 LLC
Missouri
$707K -$60 -1 -0%
BWM
462
BCO Wealth Management
New Mexico
$702K -$94.3K -1,573 -12%
CCM
463
Cambridge Capital Management
Illinois
$701K +$660K +11,002 New
BBHC
464
Brown Brothers Harriman & Co
New York
$698K
AFG
465
Atomi Financial Group
New York
$698K -$507K -8,454 -44%
CFG
466
Citizens Financial Group
Rhode Island
$686K +$1.74K +29 +0.3%
CAMG
467
CWA Asset Management Group
Florida
$681K -$253K -4,220 -28%
WWA
468
Wingate Wealth Advisors
Massachusetts
$678K +$194K +3,234 +44%
TCA
469
Transcend Capital Advisors
New Jersey
$676K +$196K +3,262 +44%
GB
470
Goepper Burkhardt
South Carolina
$673K +$8.15K +136 +1%
SIC
471
SJS Investment Consulting
Ohio
$670K -$7.97K -133 -1%
SCM
472
Sollinda Capital Management
Florida
$670K +$150K +2,502 +31%
Lido Advisors
473
Lido Advisors
California
$668K +$90K +1,501 +17%
GCM
474
Graver Capital Management
Ohio
$664K
AWM
475
Apollon Wealth Management
South Carolina
$652K

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.