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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
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$5.89M +$3.53M +58,808 +175%
RLWM
202
RF&L Wealth Management
Massachusetts
$5.84M -$281K -4,680 -5%
ALWM
203
Andrews Lucia Wealth Management
California
$5.8M -$58.9K -983 -1%
KA
204
Kooman & Associates
Pennsylvania
$5.78M +$137K +2,288 +3%
KWM
205
KMT Wealth Management
California
$5.76M
EWA
206
EverSource Wealth Advisors
Alabama
$5.72M +$542K +9,048 +11%
VPWA
207
Vestia Personal Wealth Advisors
Indiana
$5.72M +$868K +14,476 +19%
WW
208
Waterfront Wealth
Kansas
$5.69M +$1.41M +23,456 +36%
PF
209
Parker Financial
Washington
$5.66M +$527K +8,789 +11%
ZF
210
Zhang Financial
Michigan
$5.65M -$184K -3,066 -3%
CWA
211
Cascade Wealth Advisors
Washington
$5.32M -$339K -5,648 -6%
SA
212
Seneschal Advisors
Washington
$5.3M +$151K +2,527 +3%
MA
213
MBA Advisors
Pennsylvania
$5.26M +$2.36M +39,314 +91%
TIM
214
Tortoise Investment Management
New York
$5.07M +$2.17M +36,256 +84%
CCFM
215
Clear Creek Financial Management
Washington
$4.94M +$4.06M +67,803 +699%
MWP
216
Meriwether Wealth & Planning
Louisiana
$4.9M -$1.96M -32,693 -30%
AC
217
Apella Capital
Connecticut
$4.8M +$795K +13,257 +22%
AFG
218
Altiora Financial Group
Ohio
$4.8M -$71.4K -1,191 -2%
BAM
219
Bayshore Asset Management
Florida
$4.79M -$44.2K -737 -1%
BWA
220
Bordeaux Wealth Advisors
California
$4.75M +$1.26K +21 +0%
HI
221
Harper Investing
California
$4.65M +$2.22K +37 +0.1%
MSFS
222
Main Street Financial Solutions
Pennsylvania
$4.64M -$11.5K -192 -0.3%
STCOSD
223
Sageworth Trust Company of South Dakota
South Dakota
$4.63M +$145K +2,422 +3%
Envestnet Portfolio Solutions
224
Envestnet Portfolio Solutions
Illinois
$4.59M +$434K +7,238 +11%
CI
225
Cordant Inc
Oregon
$4.53M +$201K +3,345 +5%

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.