We are live on ! Find out more
DFAS icon

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
BWG
776
Beta Wealth Group
California
-$1.57M -26,337 Closed
MA
777
Montag & Associates
Georgia
-$1.01M -16,918 Closed
KCM
778
Kendall Capital Management
Maryland
-$959K -16,050 Closed
DW
779
Dodds Wealth
Colorado
-$777K -13,002 Closed
SMA
780
Seven Mile Advisory
New Jersey
-$749K -12,533 Closed
Fisher Asset Management
781
Fisher Asset Management
Washington
-$562K -9,413 Closed
WCM
782
Wealthcare Capital Management
Virginia
-$425K -7,111 Closed
CCG
783
Catalina Capital Group
California
-$351K -5,882 Closed
GT
784
Glenview Trust
Kentucky
-$351K -5,872 Closed
MFS
785
McNamara Financial Services
Massachusetts
-$331K -5,547 Closed
ACP
786
Aveo Capital Partners
Colorado
-$301K -5,093 Closed
SG
787
StoneX Group
New York
-$293K -4,906 Closed
BEAM
788
Baker Ellis Asset Management
Washington
-$279K -4,671 Closed
OSNBOA
789
Old Second National Bank of Aurora
Illinois
-$256K -4,279 Closed
NW
790
NewEdge Wealth
Pennsylvania
-$238K -3,988 Closed
GKWIM
791
Gerber Kawasaki Wealth & Investment Management
California
-$232K -3,877 Closed
NPFS
792
Novak & Powell Financial Services
Florida
-$221K -3,696 Closed
VCA
793
Verdence Capital Advisors
Maryland
-$212K -3,549 Closed
ICM
794
Intrepid Capital Management
Florida
-$211K -3,539 Closed
PHWM
795
Pine Harbor Wealth Management
Maryland
-$203K -3,402 Closed
PWAM
796
Private Wealth Asset Management
Iowa
-$144K -2,405 Closed
SIM
797
Synergy Investment Management
Florida
-$122K -2,050 Closed
QC
798
Quent Capital
New York
-$122K -2,042 Closed
CA
799
Continuum Advisory
Idaho
-$99.4K -1,664 Closed
BCWM
800
Bartlett & Co Wealth Management
Ohio
-$98.3K -1,645 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.