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
UBS Group
26
UBS Group
Switzerland
$52.1M +$5.7M +95,128 +13%
WTB
27
Washington Trust Bank
Washington
$50.2M +$47.2M +788,022 New
FPAS
28
Focus Partners Advisor Solutions
Missouri
$49.9M -$392K -6,535 -0.8%
DPW
29
DiNuzzo Private Wealth
Pennsylvania
$46.5M +$1.56M +26,038 +4%
Raymond James Financial
30
Raymond James Financial
Florida
$45.6M +$4.68M +78,029 +12%
SCM
31
Stordahl Capital Management
Colorado
$45.1M +$224K +3,729 +0.5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$42.6M -$947K -15,796 -2%
CPIG
33
Chicago Partners Investment Group
Illinois
$41.4M +$934K +15,577 +3%
WMN
34
Wealth Management Nebraska
Nebraska
$40.6M +$6.13M +102,254 +18%
Corient Private Wealth
35
Corient Private Wealth
Florida
$39.8M -$2.96M -49,381 -7%
BFG
36
Bleakley Financial Group
New Jersey
$37.6M +$5.83M +97,253 +20%
BHWM
37
Beaird Harris Wealth Management
Texas
$36.9M +$555K +9,252 +2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$36.7M +$7.63M +127,292 +28%
DFS
39
Dixon Fnancial Services
California
$36.6M -$62.5K -1,043 -0.2%
SWA
40
Sax Wealth Advisors
New Jersey
$36.2M +$910K +15,181 +3%
RFP
41
Root Financial Partners
California
$35.6M +$18M +299,957 +116%
Cerity Partners
42
Cerity Partners
New York
$35M +$4.45M +74,197 +16%
MWM
43
Modera Wealth Management
New Jersey
$34.9M -$1.11M -18,507 -3%
Mariner
44
Mariner
Kansas
$32.3M +$4.15M +69,232 +16%
DC
45
Davenport & Co
Virginia
$31.1M +$4.62M +77,088 +19%
AAM
46
Austin Asset Management
Texas
$30.5M +$1.04M +17,314 +4%
Truist Financial
47
Truist Financial
North Carolina
$30.3M -$2.75M -45,850 -9%
KL
48
KWMG LLC
Kansas
$29.3M +$767K +12,796 +3%
SFA
49
Sequoia Financial Advisors
Ohio
$29.2M -$1.01M -16,931 -4%
HIG
50
Heritage Investment Group
Florida
$28.8M -$425K -7,094 -2%

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.