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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
LFS
101
Lutz Financial Services
Nebraska
$15M +$520K +8,674 +4%
CA
102
Clune & Associates
Illinois
$14.9M +$1.03M +17,114 +8%
SMM
103
Stadion Money Management
Georgia
$14.9M +$59.9K +1,000 +0.4%
AA
104
Advisory Alpha
Michigan
$14.8M +$1.52M +25,273 +12%
AIA
105
Armor Investment Advisors
North Carolina
$14.7M -$54.7K -912 -0.4%
JP Morgan Chase
106
JP Morgan Chase
New York
$14.6M +$1.03M +17,254 +8%
FFA
107
Farther Finance Advisors
California
$14.6M -$1.82M -30,403 -12%
LI
108
LRI Investments
Florida
$14.5M +$189K +3,149 +1%
SWM
109
Sentinel Wealth Management
Virginia
$14.2M +$13.4M +222,993 New
ACM
110
Aspen Capital Management
Idaho
$14.1M -$124K -2,069 -0.9%
PWP
111
Parkwoods Wealth Partners
New York
$13.9M +$125K +2,077 +1%
AAS
112
Avantax Advisory Services
Texas
$13.8M +$1.05M +17,447 +9%
WFA
113
West Financial Advisors
Iowa
$13.5M -$1.24M -20,758 -9%
GCM
114
G2 Capital Management
Ohio
$13.3M +$779K +12,987 +7%
MSWM
115
McGlone Suttner Wealth Management
Wisconsin
$12.7M +$317K +5,296 +3%
OIA
116
OneDigital Investment Advisors
Kansas
$12.5M -$4.08K -68 -0%
Stifel Financial
117
Stifel Financial
Missouri
$12.1M +$386K +6,445 +4%
MHB
118
Midwest Heritage Bank
Iowa
$11.9M +$46.8K +780 +0.4%
MWA
119
Monograph Wealth Advisors
California
$11.9M +$598K +9,974 +6%
SSC
120
Syverson Strege & Co
Iowa
$11.9M +$8.59M +143,365 +328%
GHA
121
Granite Harbor Advisors
Texas
$11.7M +$520K +8,680 +5%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$11.6M +$1.11M +18,497 +11%
AA
123
Aire Advisors
California
$11.5M -$744K -12,419 -6%
OCM
124
One Capital Management
California
$11.2M -$1.63M -27,200 -13%
WFAG
125
Wescott Financial Advisory Group
Pennsylvania
$11M +$681K +11,357 +7%

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.