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Dimensional US Small Cap ETF

908 hedge funds and large institutions have $12.6B invested in Dimensional US Small Cap ETF in 2026 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 403 increasing their positions, 277 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 30

45% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 277

20% more capital invested

Capital invested by funds: $10.5B → $12.6B (+$2.09B)

2% more funds holding

Funds holding: 888908 (+20)

2% more funds holding in top 10

Funds holding in top 10: 111113 (+2)

0.44% more ownership

Funds ownership: 82.55%82.99% (+0.44%)

Holders
908
Holders Change
+20
Holders Change %
+2.25%
% of All Funds
10.98%
Holding in Top 10
113
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.8%
% of All Funds
1.37%
New
69
Increased
403
Reduced
277
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RLWM
226
RF&L Wealth Management
Massachusetts
$7.5M +$7.67K +99 +0.1%
AFA
227
Alpha Financial Advisors
North Carolina
$7.42M -$12.5K -161 -0.2%
NA
228
NewEdge Advisors
Louisiana
$7.36M -$164K -2,123 -2%
SCTC
229
Sanibel Captiva Trust Company
Florida
$7.35M +$1.81M +23,308 +35%
VWA
230
Visionary Wealth Advisors
Illinois
$7.16M +$158K +2,045 +2%
VAS
231
Vestmark Advisory Solutions
Massachusetts
$7.16M -$1.73M -22,295 -20%
CFO
232
Collective Family Office
Pennsylvania
$7.05M -$103K -1,331 -2%
SAS
233
SMI Advisory Services
Indiana
$6.82M +$437K +5,636 +7%
LFG
234
Larson Financial Group
Missouri
$6.8M -$1.65M -21,298 -21%
QCM
235
Quantinno Capital Management
New York
$6.79M +$802K +10,347 +14%
KIM
236
Kestra Investment Management
Texas
$6.7M +$1.8M +23,231 +40%
WDL
237
Well Done LLC
Michigan
$6.54M +$548K +7,070 +10%
SA
238
Seneschal Advisors
Washington
$6.49M -$151K -1,954 -2%
TIM
239
Tortoise Investment Management
New York
$6.49M -$9.37K -121 -0.2%
FFG
240
First Financial Group
North Carolina
$6.43M +$174K +2,249 +3%
HHWM
241
Hiley Hunt Wealth Management
Nebraska
$6.34M +$168K +2,170 +3%
PWA
242
Physician Wealth Advisors
Utah
$6.25M -$2.17K -28 -0%
BWM
243
Birchcreek Wealth Management
Ohio
$6.25M +$24.4K +315 +0.4%
BAM
244
Bayshore Asset Management
Florida
$6.2M -$97.6K -1,260 -2%
PRS
245
Pinkerton Retirement Specialists
Idaho
$6.18M -$479K -6,186 -7%
FF
246
Frankly Finances
Florida
$6.08M
CAM
247
CPA Asset Management
Florida
$6.08M -$1.58M -20,357 -22%
SAG
248
SageView Advisory Group
California
$6.08M +$4.94M +63,763 +635%
NWM
249
Navigate Wealth Management
Alabama
$6M +$309K +3,984 +6%
WFA
250
Woodward Financial Advisors
North Carolina
$5.98M +$5.63M +72,662 New

DFAS Hedge Fund Activity: Q2 2026 in Review

908 of the 8,273 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q2 2026, worth a combined $12.6B — up 20% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new DFAS positions and 30 closed out — a net gain of 39 holders — while 403 added to existing stakes and 277 trimmed.

The largest buyer was Creative Planning, adding an estimated $123M. The largest seller was First Command Advisory Services, cutting an estimated $15.9M.

  • 908 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q2 2026, up from 888 in Q1 2026.
  • Funds reported $12.6B of Dimensional US Small Cap ETF stock for Q2 2026, up 20% quarter-over-quarter.
  • 69 funds opened new Dimensional US Small Cap ETF positions in Q2 2026 and 30 closed out, a net change of +39 holders.
  • The largest Dimensional US Small Cap ETF buyer in Q2 2026 was Creative Planning, an estimated $123M added.
  • The largest Dimensional US Small Cap ETF seller in Q2 2026 was First Command Advisory Services, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2026.