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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
AUB
251
Atlantic Union Bankshares
Virginia
$5.93M +$54.7K +706 +1%
LW
252
Linscomb Wealth
Texas
$5.93M +$1.35M +17,422 +32%
NF
253
Napier Financial
Massachusetts
$5.89M +$65.5K +845 +1%
Bank of New York Mellon
254
Bank of New York Mellon
New York
$5.84M +$431K +5,557 +9%
MWP
255
Meridian Wealth Partners
Pennsylvania
$5.82M +$55.6K +718 +1%
PA
256
PFG Advisors
Arizona
$5.74M +$9.06K +117 +0.2%
SP
257
Sherman Porfolios
Idaho
$5.68M -$388K -5,003 -6%
FNT
258
First National Trust
Pennsylvania
$5.67M -$1.64M -21,156 -24%
AFG
259
Altiora Financial Group
Ohio
$5.59M -$7.21K -93 -0.1%
Envestnet Portfolio Solutions
260
Envestnet Portfolio Solutions
Illinois
$5.58M +$195K +2,511 +4%
SAI
261
Savvy Advisors Inc
New York
$5.46M +$90.8K +1,172 +2%
KWA
262
Kondo Wealth Advisors
California
$5.41M -$22.6K -292 -0.4%
WP
263
Wealthspan Partners
Iowa
$5.39M +$394K +5,087 +8%
DFG
264
DiPaolo Financial Group
Florida
$5.35M +$170K +2,194 +3%
SMM
265
Stadion Money Management
Georgia
$5.34M -$530K -6,843 -10%
IAG
266
Investmark Advisory Group
Connecticut
$5.27M +$138K +1,781 +3%
SEIA
267
Signature Estate & Investment Advisors
California
$5.25M +$263K +3,397 +6%
CB
268
Commerce Bank
Missouri
$5.23M +$612K +7,898 +14%
PAG
269
Private Advisor Group
New Jersey
$5.19M -$3.59M -46,383 -42%
SF
270
Strategent Financial
Virginia
$5.19M +$132K +1,700 +3%
DFC
271
DBK Financial Counsel
Ohio
$5.15M -$363K -4,684 -7%
HIP
272
HUB Investment Partners
Texas
$5.14M -$92.7K -1,196 -2%
KCWM
273
Kane Co Wealth Management
Iowa
$5.12M -$14.5K -187 -0.3%
AP
274
Advisortrust Partners
North Carolina
$5.09M +$4.79M +61,850 New
SHFA
275
SC&H Financial Advisors
Maryland
$5.06M +$310K +4,006 +7%

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.