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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
FFA
651
First Foundation Advisors
California
$219K
PIM
652
Penobscot Investment Management
Massachusetts
$219K
BAM
653
Belpointe Asset Management
Nevada
$219K
FCA
654
Fortis Capital Advisors
Kansas
$219K
BB
655
Busey Bank
Illinois
$219K
HWMC
656
Heritage Wealth Management (California)
California
$218K +$205K +3,425 New
PIA
657
Perennial Investment Advisors
California
$216K -$6K -100 -3%
GA
658
Goldstein Advisors
Wisconsin
$209K -$10.8K -180 -5%
BWP
659
BSW Wealth Partners
Colorado
$209K +$197K +3,282 New
FA
660
FF Advisors
California
$202K +$190K +3,171 New
CT
661
Caldwell Trust
Florida
$200K
WT
662
Whittier Trust
California
$197K
OC
663
Oakworth Capital
Alabama
$196K
Franklin Resources
664
Franklin Resources
California
$192K +$420 +7 +0.2%
RF
665
Robinswood Financial
Washington
$186K
HCM
666
Hollencrest Capital Management
California
$182K
ACA
667
Aptus Capital Advisors
Alabama
$178K -$6.59K -110 -4%
HNB
668
Huntington National Bank
Ohio
$174K
RTL
669
Red Tortoise LLC
Georgia
$171K
AWM
670
AE Wealth Management
Kansas
$165K +$46.2K +771 +42%
CMP
671
Coston McIsaac & Partners
Maine
$163K +$60 +1 +0%
AssetMark Inc
672
AssetMark Inc
California
$159K +$21.7K +362 +17%
SC
673
Sawyer & Company
Massachusetts
$156K
WWM
674
Woodside Wealth Management
Massachusetts
$155K
CIBC Private Wealth Group
675
CIBC Private Wealth Group
Georgia
$153K -$43.6K -728 -23%

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.