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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
KCM
476
KM Capital Management
Texas
$646K -$72.1K -1,203 -11%
CFS
477
CRA Financial Services
New Jersey
$643K
CPSAC
478
Chas P. Smith & Associates (CPS)
Florida
$640K +$12.4K +207 +2%
FAT
479
First American Trust
California
$634K +$596K +9,950 New
CWM
480
Congress Wealth Management
Massachusetts
$624K +$60 +1 +0%
Betterment LLC
481
Betterment LLC
New York
$623K +$34K +567 +6%
DPI
482
Diversified Portfolios Inc
Michigan
$623K +$183K +3,045 +45%
PFPT
483
Pinnacle Financial Partners (Tennessee)
Tennessee
$621K +$16.2K +270 +3%
AWP
484
Abacus Wealth Partners
California
$611K
CAM
485
Cresset Asset Management
Illinois
$606K -$999K -16,672 -64%
MWPCG
486
Measured Wealth Private Client Group
New Hampshire
$606K -$17.7K -295 -3%
KCPG
487
Kavar Capital Partners Group
Kansas
$591K
EGWAG
488
Elwood & Goetz Wealth Advisory Group
Georgia
$590K +$47.8K +797 +9%
AWM
489
Avior Wealth Management
Nebraska
$588K -$480 -8 -0.1%
CIAS
490
Capital Investment Advisory Services
North Carolina
$587K +$80K +1,335 +17%
PFBT
491
Parkside Financial Bank & Trust
Missouri
$585K +$60 +1 +0%
CIA
492
Cladis Investment Advisory
Montana
$584K +$60 +1 +0%
WPW
493
Watershed Private Wealth
Illinois
$579K -$11.5K -192 -2%
WCG
494
Weaver Consulting Group
California
$571K
EW
495
Evoke Wealth
California
$570K
KeyBank National Association
496
KeyBank National Association
Ohio
$570K
PC
497
Peavine Capital
Nevada
$566K
MKW
498
Mullaney, Keating & Wright
Connecticut
$566K
MIC
499
Meridian Investment Counsel
California
$561K
PFA
500
Professional Financial Advisors
Nebraska
$560K +$1.44K +24 +0.3%

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.