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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
SEA
526
Stegent Equity Advisors
Texas
$432K
LGWM
527
Litman Gregory Wealth Management
California
$431K
SSW
528
Stone Summit Wealth
Florida
$429K
GS
529
GWN Securities
Florida
$426K +$79.8K +1,331 +25%
MAS
530
MPWM Advisory Solutions
Georgia
$423K +$300 +5 +0.1%
WA
531
Waverly Advisors
Alabama
$423K -$135K -2,260 -25%
HH
532
Hilltop Holdings
Texas
$421K +$35K +583 +10%
GWP
533
Gateway Wealth Partners
Wisconsin
$419K -$92.9K -1,549 -19%
BFA
534
Bill Few Associates
Pennsylvania
$419K
Empower Advisory Group
535
Empower Advisory Group
Colorado
$419K
BJL
536
Brighton Jones LLC
Washington
$417K -$4.14K -69 -1%
BAWC
537
Boyce & Associates Wealth Consulting
Texas
$415K -$35.7K -595 -8%
SW
538
SVB Wealth
Massachusetts
$414K -$333K -5,559 -46%
CSI
539
Cross Staff Investments
New York
$414K
DT
540
Diversified Trust
Tennessee
$411K
BMCM
541
Bryn Mawr Capital Management
Pennsylvania
$407K +$3.18K +53 +0.8%
AWP
542
Accretive Wealth Partners
New Jersey
$404K -$66.9K -1,116 -15%
MFWP
543
Mosaic Family Wealth Partners
Missouri
$396K -$381K -6,349 -51%
MWM
544
MBE Wealth Management
Wisconsin
$395K +$6.59K +110 +2%
ANB
545
Amarillo National Bank
Texas
$387K
MWC
546
MBM Wealth Consultants
Missouri
$386K -$26.6K -443 -7%
VT
547
Vise Technologies
New York
$376K +$354K +5,900 New
OSAM
548
O'Shaughnessy Asset Management
Connecticut
$373K +$82.7K +1,380 +31%
SPC
549
Sigma Planning Corp
Michigan
$372K -$206K -3,431 -37%
ST
550
Smithfield Trust
Pennsylvania
$371K +$60.2K +1,005 +21%

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.