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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
TPWA
751
Twin Peaks Wealth Advisors
California
$13.9K +$12.6K +210 New
KPP
752
Kings Path Partners
Texas
$13.5K +$12.8K +213 New
CFP
753
Comprehensive Financial Planning
Pennsylvania
$12.4K
TC
754
Truvestments Capital
Florida
$11.6K
PA
755
Pineridge Advisors
Missouri
$10.4K +$60 +1 +0.6%
LWMI
756
Legacy Wealth Management (Idaho)
Idaho
$9.37K
LIS
757
Legacy Investment Solutions
Idaho
$9.37K +$8.81K +147 New
Qube Research & Technologies (QRT)
758
Qube Research & Technologies (QRT)
United Kingdom
$9.37K +$8.81K +147 New
Bessemer Group
759
Bessemer Group
New Jersey
$8K -$123K -2,059 -94%
SIS
760
Sound Income Strategies
Florida
$7.52K
HWP
761
Highline Wealth Partners
California
$6.43K +$6.05K +101 New
AWM
762
Angeles Wealth Management
California
$6.1K
GWSG
763
GPS Wealth Strategies Group
Colorado
$4.97K
EWA
764
EQ Wealth Advisors
Texas
$4.21K
Citigroup
765
Citigroup
New York
$3.95K +$3.36K +56 +933%
VWWMG
766
Vermillion & White Wealth Management Group
Pennsylvania
$3.38K
CWM
767
Cranbrook Wealth Management
Michigan
$3.18K
BSB
768
Bangor Savings Bank
Maine
$2.55K -$16.8K -280 -88%
AIC
769
Archer Investment Corporation
Indiana
$956
FFA
770
Frazier Financial Advisors
Ohio
$574 +$540 +9 New
APF
771
Alaska Permanent Fund
Alaska
-$146M -2,518,859 Closed
FCI
772
Financial Counselors Inc
Kansas
-$109M -1,822,806 Closed
WF
773
Williams Financial
Vermont
-$7.45M -124,666 Closed
Jane Street
774
Jane Street
New York
-$4.68M -78,280 Closed
ALC
775
Alexander Labrunerie & Co
Missouri
-$1.75M -29,209 Closed

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.