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
Creative Planning
1
Creative Planning
Kansas
$1.29B +$204M +3,407,436 +20%
Northern Trust
2
Northern Trust
Illinois
$500M -$7.51M -125,217 -2%
Bank of America
3
Bank of America
North Carolina
$396M +$50.5M +841,620 +16%
IFA
4
Index Fund Advisors
California
$371M -$1.5M -24,974 -0.4%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$196M +$23.4M +390,130 +15%
PFA
6
Pure Financial Advisors
California
$178M +$7.79M +129,968 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$157M +$1.12M +18,649 +0.8%
TWA
8
TCI Wealth Advisors
Arizona
$151M -$5.36M -89,424 -4%
MT
9
Midwest Trust
Kansas
$119M +$112M +1,873,337 New
PL
10
Plancorp LLC
Missouri
$87M -$2.03M -33,899 -2%
SC
11
Savant Capital
Illinois
$83.8M -$2.23M -37,190 -3%
FCAS
12
First Command Advisory Services
Texas
$77.7M +$4.14M +69,113 +6%
PFG
13
Premier Financial Group
California
$76.3M +$69.5M +1,160,110 New
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$75.4M +$1.5M +25,009 +2%
EAM
15
Evanson Asset Management
California
$68.8M +$238K +3,969 +0.4%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$64.8M -$377K -6,297 -0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$61.5M +$7.61M +126,938 +15%
ST
18
Sageworth Trust
Pennsylvania
$61.4M -$833K -13,891 -1%
MFT
19
Moisand Fitzgerald Tamayo
Florida
$60.8M +$3.91M +65,301 +7%
HighTower Advisors
20
HighTower Advisors
Illinois
$60.5M -$1.34M -22,293 -2%
Brown Advisory
21
Brown Advisory
Maryland
$58.1M -$980K -16,340 -2%
LPL Financial
22
LPL Financial
California
$57.7M -$7.06M -117,780 -12%
CWS
23
Confluence Wealth Services
Pennsylvania
$56.4M +$2.2M +36,637 +4%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$56.2M +$2.62M +43,715 +5%
GWWM
25
Great Waters Wealth Management
Minnesota
$56.1M +$1.55M +25,864 +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.