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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
SFS
501
Sowell Financial Services
Arkansas
$555K -$59.2K -987 -10%
CIA
502
Capital Investment Advisors
Georgia
$552K -$57.9K -966 -10%
PWM
503
Perigon Wealth Management
California
$551K +$9.29K +155 +2%
SA
504
Sincerus Advisory
New York
$550K +$11.9K +199 +2%
PF
505
PlanWiser Financial
Colorado
$547K -$8.87K -148 -2%
LCWP
506
Legacy Capital Wealth Partners
Arkansas
$528K +$496K +8,282 New
SFG
507
Seamount Financial Group
Colorado
$524K +$493K +8,223 New
CT
508
Colonial Trust
South Carolina
$520K
RSWM
509
Robertson Stephens Wealth Management
California
$516K +$21.2K +353 +5%
WWM
510
Western Wealth Management
Colorado
$516K +$5.22K +87 +1%
CMAI
511
Capital Management Associates Inc
Minnesota
$507K -$477K -7,954 -50%
IA
512
Integrity Alliance
Iowa
$502K +$50.5K +843 +12%
PP
513
PrairieView Partners
Minnesota
$497K
AFGAS
514
Allegiance Financial Group Advisory Services
Virginia
$493K -$19.5K -326 -4%
SWP
515
SIMA Wealth Partners
Virginia
$490K -$9.83K -164 -2%
NRI
516
NFP Retirement Inc
California
$485K +$2.46K +41 +0.5%
SAM
517
S.A. Mason
Michigan
$482K +$2.28K +38 +0.5%
FS
518
Financial Symmetry
North Carolina
$470K +$52.4K +874 +13%
OC
519
Oppenheimer & Co
New York
$467K
CW
520
CreativeOne Wealth
Kansas
$447K +$13.9K +232 +3%
FPCP
521
Fort Point Capital Partners
California
$446K
KF
522
K2 Financial
California
$442K +$7.13K +119 +2%
SIA
523
Sovereign Investment Advisors
Arizona
$437K +$411K +6,862 New
WT
524
Washington Trust
Rhode Island
$435K +$24.9K +415 +6%
BFA
525
Beacon Financial Advisory
Ohio
$433K -$118K -1,961 -22%

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.