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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
AA
551
Ancora Advisors
Ohio
$370K
AWA
552
Acorn Wealth Advisors
Michigan
$370K -$127K -2,126 -27%
PA
553
Parallel Advisors
California
$369K -$50.1K -836 -13%
SRC
554
Sage Rhino Capital
California
$368K
AAS
555
Ameritas Advisory Services
Nebraska
$367K +$41.6K +694 +14%
VWA
556
Visionary Wealth Advisors
Illinois
$366K +$14.2K +237 +4%
QHA
557
Quarry Hill Advisors
Minnesota
$364K
VCM
558
Versant Capital Management
Arizona
$363K
XPN
559
XY Planning Network
Montana
$363K +$111K +1,847 +48%
MF
560
Montis Financial
Massachusetts
$362K +$10.6K +177 +3%
MEAC
561
M.E. Allison & Co
Texas
$361K
BPFA
562
Barnes Pettey Financial Advisors
Mississippi
$361K +$340K +5,664 New
LA
563
Lynch & Associates
Indiana
$360K +$22.4K +374 +7%
EFA
564
Edge Financial Advisors
Illinois
$359K +$336K +5,603 New
SWM
565
Silverlake Wealth Management
Vermont
$354K +$333K +5,559 New
AIS
566
Accredited Investor Services
Minnesota
$354K
JIC
567
Joel Isaacson & Co
New York
$354K -$142K -2,361 -30%
FA
568
Flagstar Advisors
New York
$351K -$153K -2,550 -32%
AG
569
Ascent Group
Virginia
$349K
FAIM
570
Financial Advocates Investment Management
Washington
$347K +$327K +5,452 New
SCA
571
Snowden Capital Advisors
New York
$346K -$61.6K -1,028 -16%
AW
572
Atlas Wealth
Ohio
$344K -$32.7K -546 -9%
HWM
573
HB Wealth Management
Georgia
$340K
HWA
574
Heartwood Wealth Advisors
Virginia
$338K
MSF
575
Mustard Seed Financial
Arkansas
$336K +$14.6K +243 +5%

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.