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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
FCA
151
FLC Capital Advisors
California
$8.91M +$762K +12,708 +10%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$8.84M +$4.34M +72,352 +109%
AI
153
Atria Investments
North Carolina
$8.72M +$578K +9,636 +8%
VWM
154
Vermillion Wealth Management
Minnesota
$8.67M +$1.83M +30,555 +29%
Wells Fargo
155
Wells Fargo
California
$8.65M -$906K -15,109 -10%
EFP
156
Envision Financial Planning
Tennessee
$8.57M -$699K -11,656 -8%
MFG
157
Merit Financial Group
Georgia
$8.56M +$7.35M +122,653 +1,042%
1WM
158
1900 Wealth Management
Texas
$8.49M -$82.4K -1,375 -1%
SWM
159
Spire Wealth Management
Virginia
$8.48M -$59.9K -999 -0.7%
PSP
160
Pacific Sage Partners
Washington
$8.48M +$998K +16,654 +14%
FNBSF
161
First National Bank Sioux Falls
South Dakota
$8.24M -$85.1K -1,420 -1%
PWMG
162
Pioneer Wealth Management Group
Texas
$8.17M +$488K +8,136 +7%
DB
163
Dravo Bay
Delaware
$8.06M +$157K +2,625 +2%
MML Investors Services
164
MML Investors Services
Massachusetts
$8.04M +$521K +8,693 +7%
WTFG
165
Wood Tarver Financial Group
Idaho
$7.99M -$183K -3,048 -2%
I
166
INVST
Indiana
$7.97M +$1.01M +16,900 +16%
CWM
167
CarsonAllaria Wealth Management
Illinois
$7.84M +$486K +8,106 +7%
Financial Engines Advisors
168
Financial Engines Advisors
California
$7.73M -$152K -2,536 -2%
GAM
169
GEM Asset Management
Michigan
$7.69M +$252K +4,209 +4%
TWP
170
TFO Wealth Partners
Ohio
$7.62M -$246K -4,111 -3%
CPCP
171
Cedar Point Capital Partners
Iowa
$7.58M +$23K +384 +0.3%
KAS
172
Kestra Advisory Services
Texas
$7.57M +$446K +7,437 +7%
KAM
173
KEB Asset Management
Illinois
$7.56M -$156K -2,594 -2%
V
174
VeraBank
Texas
$7.56M +$835K +13,934 +13%
BCA
175
Ballentine Capital Advisors
South Carolina
$7.49M +$148K +2,461 +2%

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.