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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
BF
676
BOK Financial
Oklahoma
$153K +$144K +2,395 New
NOI
677
Newton One Investments
Delaware
$147K +$180 +3 +0.1%
SPIA
678
Steward Partners Investment Advisory
New York
$140K +$5.22K +87 +4%
PWA
679
Provenance Wealth Advisors
Florida
$136K
WSFS
680
Wilmington Savings Fund Society
Delaware
$134K
IA
681
IFP Advisors
Florida
$130K -$62.3K -1,040 -34%
TWD
682
True Wealth Design
Ohio
$126K
SC
683
SouthState Corp
Florida
$120K +$11.7K +195 +12%
TFM
684
TFC Financial Management
Massachusetts
$117K
BL
685
BFSG LLC
California
$114K
Fifth Third Bancorp
686
Fifth Third Bancorp
Ohio
$113K
CPA
687
Compass Planning Associates
Massachusetts
$112K +$300 +5 +0.3%
CMBA
688
C.M. Bidwell & Associates
Hawaii
$110K -$44.1K -736 -30%
AP
689
Aspect Partners
Virginia
$109K
NRWA
690
North Ridge Wealth Advisors
Oregon
$108K
RWA
691
Redmont Wealth Advisors
Illinois
$101K +$49.6K +827 +109%
FG
692
Fairman Group
Pennsylvania
$99.3K +$240 +4 +0.3%
CFFP
693
Center for Financial Planning
Michigan
$96.7K
Kayne Anderson Rudnick Investment Management
694
Kayne Anderson Rudnick Investment Management
California
$96.6K +$90.9K +1,517 New
GWM
695
Geneos Wealth Management
Colorado
$90.2K -$368K -6,138 -81%
CTC
696
Central Trust Company
Missouri
$87.6K
GTAM
697
Global Trust Asset Management
Florida
$84.9K +$67.7K +1,130 +557%
LBC
698
Lowe Brockenbrough & Co
Virginia
$79.6K +$74.9K +1,250 New
T
699
Transce3nd
Texas
$76.6K
MWA
700
Medallion Wealth Advisors
Connecticut
$72.7K -$2.82K -47 -4%

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.