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
CWP
576
Cyndeo Wealth Partners
Florida
$333K +$6.53K +109 +2%
HA
577
Hanover Advisors
South Carolina
$332K -$24.9K -416 -7%
CB
578
Cadence Bank
Mississippi
$332K
LRIA
579
Leonard Rickey Investment Advisors
Washington
$331K
PTC
580
Private Trust Company
Ohio
$328K -$4.74K -79 -2%
APP
581
Avantax Planning Partners
Iowa
$325K
APC
582
Asset Planning Corporation
Tennessee
$323K
SIAG
583
Safeguard Investment Advisory Group
California
$320K -$84.8K -1,415 -22%
FF
584
Francis Financial
$319K
BAAM
585
Baker Avenue Asset Management
California
$318K
ATC
586
Argent Trust Co
Tennessee
$318K -$8.45K -141 -3%
DI
587
Disciplined Investments
Oklahoma
$317K
MAMG
588
Milestone Asset Management Group
Connecticut
$317K +$360 +6 +0.1%
SWMG
589
Signature Wealth Management Group
Georgia
$315K -$44.3K -739 -13%
CWA
590
Canvas Wealth Advisors
Kansas
$314K -$266K -4,434 -48%
PMIM
591
Prudent Man Investment Management
Colorado
$314K
ME
592
McIlrath & Eck
Washington
$308K -$201K -3,357 -41%
TP
593
Tranquility Partners
Tennessee
$308K +$20.6K +343 +8%
MWM
594
Meritas Wealth Management
California
$307K
BFPW
595
BOK Financial Private Wealth
Colorado
$304K
AWA
596
Arbor Wealth Advisors
Michigan
$304K
AFA
597
Avant Financial Advisors
Texas
$300K
IFG
598
Independent Financial Group
California
$297K +$279K +4,660 New
CA
599
Cornerstone Advisory
Maryland
$296K
SW
600
SteelPeak Wealth
California
$295K

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.