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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
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$27.3M -$5.27M -87,955 -17%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$26.9M +$1.09M +18,215 +5%
HWMT
53
Heritage Wealth Management (Texas)
Texas
$26M +$3.56M +59,384 +17%
PFM
54
Phillips Financial Management
Indiana
$25.8M +$1.78M +29,612 +8%
ACC
55
Acorn Creek Capital
Colorado
$25.5M +$15.3M +255,554 +176%
Comerica Bank
56
Comerica Bank
Texas
$25.4M +$457K +7,616 +2%
FC
57
Financial Consulate
Maryland
$25.3M +$2.58M +43,017 +12%
BFG
58
Bouchey Financial Group
New York
$25.1M +$194K +3,237 +0.8%
TWM
59
Tanager Wealth Management
United Kingdom
$24.8M -$657K -10,965 -3%
FG
60
Foster Group
Iowa
$24.4M -$1.16M -19,429 -5%
DF
61
DecisionPoint Financial
Arizona
$24.1M +$1.52M +25,324 +7%
CL
62
Choreo LLC
Illinois
$24.1M -$2.32M -38,762 -9%
FNT
63
First National Trust
Pennsylvania
$23.2M +$69.7K +1,163 +0.3%
MSWMA
64
Market Street Wealth Management Advisors
Indiana
$22.3M -$36.6K -610 -0.2%
DP
65
Divergent Planning
Maryland
$22.1M -$7.79M -130,025 -28%
EWA
66
EP Wealth Advisors
California
$22.1M +$298K +4,979 +1%
Osaic Holdings
67
Osaic Holdings
Arizona
$21.9M -$1.49M -24,916 -7%
DEM
68
Disciplined Equity Management
Florida
$21.5M +$3.32M +55,346 +20%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$21.4M +$2.27M +37,860 +13%
HWMG
70
Hurlow Wealth Management Group
Indiana
$21.4M +$1.86M +31,026 +10%
PCI
71
Planning Center Inc
Illinois
$21.3M +$1.33M +22,178 +7%
NHT
72
New Hampshire Trust
New Hampshire
$20.9M +$755K +12,598 +4%
THL
73
Tillman Hartley LLC
Colorado
$20.7M -$2.15M -35,819 -10%
JTWM
74
Jackson Thornton Wealth Management
Alabama
$20.5M +$315K +5,257 +2%
MPW
75
MASECO Private Wealth
$20.4M +$19.2M +320,679 New

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.