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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
AIM
626
Advyzon Investment Management
Illinois
$247K +$232K +3,878 New
UB
627
UMB Bank
Missouri
$243K
CFO
628
CVA Family Office
Colorado
$242K -$355K -5,914 -61%
TFP
629
Tilia Fiduciary Partners
North Carolina
$237K +$4.56K +76 +2%
NC
630
North Capital
Utah
$237K +$599 +10 +0.3%
CJH
631
Christopher J. Hasenberg
Wisconsin
$236K +$222K +3,708 New
EIG
632
Ellenbecker Investment Group
Wisconsin
$235K +$180 +3 +0.1%
AFP
633
Ausdal Financial Partners
Iowa
$234K +$5.33K +89 +2%
OWA
634
Oak Wealth Advisors
Illinois
$232K
VA
635
VestGen Advisors
Illinois
$232K
NAM
636
NorthCrest Asset Manangement
Minnesota
$232K +$211K +3,516 New
FWS
637
FinDec Wealth Services
California
$229K -$207K -3,452 -49%
WCM
638
Winebrenner Capital Management
Kentucky
$227K +$214K +3,567 New
RWP
639
Revolve Wealth Partners
New Jersey
$227K
TSS
640
Two Sigma Securities
New York
$226K +$213K +3,548 New
PP
641
PDS Planning
Ohio
$225K +$599 +10 +0.3%
MHWM
642
Montz Harcus Wealth Management
Louisiana
$225K +$9.83K +164 +5%
BFA
643
Benningfield Financial Advisors
California
$224K
RFC
644
Regions Financial Corp
Alabama
$224K
GRP
645
Global Retirement Partners
California
$224K +$210K +3,511 New
RIP
646
RAM Investment Partners
Washington
$221K -$121K -2,025 -37%
NLWP
647
Next Level Wealth Planning
Idaho
$221K +$208K +3,469 New
First Manhattan
648
First Manhattan
New York
$221K
FIC
649
Family Investment Center
Missouri
$220K
PMG
650
Private Management Group
California
$220K -$6.29K -105 -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.