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
BWMG
126
Bannerman Wealth Management Group
Texas
$11M +$199K +3,315 +2%
AIS
127
American Investment Services
Massachusetts
$11M -$557K -9,286 -5%
SWM
128
Sterling Wealth Management
Illinois
$10.9M +$10.3M +171,771 New
TFA
129
Trinity Financial Advisors
Ohio
$10.9M +$245K +4,086 +2%
BA
130
Bridgewater Advisors
New York
$10.9M +$337K +5,619 +4%
W
131
WPWealth
Texas
$10.9M +$8.2M +136,854 +407%
SIG
132
Spinnaker Investment Group
California
$10.8M -$789K -13,154 -7%
AF
133
Allworth Financial
California
$10.8M -$201K -3,354 -2%
HIP
134
HUB Investment Partners
Texas
$10.6M +$1.74M +28,983 +21%
EW
135
Enzi Wealth
Texas
$10.5M +$34.4K +573 +0.4%
CCA
136
Conservest Capital Advisors
Pennsylvania
$10.4M +$9.76M +162,737 New
PAS
137
Park Avenue Securities
New York
$10M +$1.76M +29,341 +23%
SWG
138
Summit Wealth Group
Vermont
$9.99M +$174K +2,901 +2%
BH
139
Burk Holdings
Oklahoma
$9.98M +$690K +11,502 +8%
CPA
140
Capital Performance Advisors
California
$9.85M +$431K +7,196 +5%
BDWCC
141
B&D White Capital Company
Texas
$9.58M +$9.02M +150,416 New
MCM
142
MAI Capital Management
Ohio
$9.5M +$47.6K +794 +0.5%
CPA
143
Cardiff Park Advisors
California
$9.45M -$1.35M -22,502 -13%
W
144
WorthPointe
California
$9.32M +$237K +3,956 +3%
FFM
145
Forum Financial Management
Illinois
$9.3M -$45K -750 -0.5%
CA
146
CGN Advisors
Kansas
$9.25M +$859K +14,326 +11%
MFG
147
Mendota Financial Group
Wisconsin
$9.19M +$379K +6,316 +5%
LFG
148
Larson Financial Group
Missouri
$9.17M -$2.16M -35,981 -20%
DWM
149
Daner Wealth Management
Georgia
$9.15M +$8.29M +138,221 New
CCM
150
Colorado Capital Management
Colorado
$9.14M -$261K -4,346 -3%

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.