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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
YAL
76
Your Advocates Ltd
Texas
$20.4M +$1.19M +19,820 +7%
EWM
77
Empirical Wealth Management
Washington
$20.2M +$1.1M +18,282 +6%
AAP
78
Arax Advisory Partners
Colorado
$19.9M +$735K +12,256 +4%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$19.8M +$3.68M +61,344 +25%
AF
80
Advisornet Financial
Minnesota
$19.8M +$2.96M +49,374 +19%
FMWA
81
Forvis Mazars Wealth Advisors
Missouri
$19.5M -$734K -12,238 -4%
BIG
82
Builder Investment Group
Georgia
$19.2M +$333K +5,553 +2%
MAM
83
McLean Asset Management
Virginia
$18.9M -$34.2K -571 -0.2%
TFG
84
Tilson Financial Group
New Jersey
$18.8M +$186K +3,095 +1%
PFA
85
Pillar Financial Advisors
Kentucky
$17.8M +$606K +10,115 +4%
TFO
86
Timonier Family Office
North Carolina
$17.5M +$1.1M +18,336 +7%
FPCG
87
Forum Private Client Group
Indiana
$17.5M +$940K +15,684 +6%
PS
88
Pinney & Scofield
Massachusetts
$17.3M +$343K +5,714 +2%
Morgan Stanley
89
Morgan Stanley
New York
$17.3M +$117K +1,945 +0.7%
FSWA
90
Financial Synergies Wealth Advisors
Texas
$17M +$502K +8,367 +3%
MWM
91
Mission Wealth Management
California
$16.9M +$1.91M +31,895 +14%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$16.7M +$2.43M +40,483 +18%
DAS
93
Dynamic Advisor Solutions
Arizona
$16.4M +$167K +2,782 +1%
BPA
94
Beacon Pointe Advisors
California
$16.1M +$448K +7,470 +3%
HIF
95
Hill Island Financial
Michigan
$16M +$2.13M +35,454 +16%
EFP
96
EnRich Financial Partners
Wisconsin
$15.7M -$112K -1,865 -0.8%
TCM
97
Tassel Capital Management
North Carolina
$15.3M +$5.61M +93,632 +64%
PIAS
98
PCA Investment Advisory Services
Ohio
$15.3M +$2.25M +37,557 +19%
AIC
99
Allodium Investment Consultants
Minnesota
$15.2M +$1.88M +31,322 +15%
PWM
100
PBMares Wealth Management
Virginia
$15M -$175K -2,911 -1%

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.