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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
10.97%
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
CL
276
CLG LLC
California
$5.06M +$224K +2,885 +5%
FWM
277
FMB Wealth Management
California
$5.05M -$102K -1,319 -2%
CIA
278
Concurrent Investment Advisors
Florida
$5.05M +$364K +4,702 +8%
1WA
279
180 Wealth Advisors
Washington
$5.03M +$57.1K +737 +1%
MOS
280
MGO One Seven
Ohio
$5M +$196K +2,526 +4%
DWM
281
DWR Wealth Management
California
$4.99M +$389K +5,018 +9%
Janney Montgomery Scott
282
Janney Montgomery Scott
Pennsylvania
$4.96M +$834K +10,761 +22%
BJB
283
Broadhurst Jeffrey B
$4.82M -$5.48M -70,700 -55%
CFO
284
Colony Family Offices
North Carolina
$4.8M +$574K +7,405 +15%
AT
285
Adelphi Trust
Florida
$4.8M +$287K +3,699 +7%
SA
286
Sanctuary Advisors
Indiana
$4.78M -$54.5K -703 -1%
TCM
287
TruNorth Capital Management
Michigan
$4.77M -$67.2K -868 -1%
GJIA
288
Glass Jacobson Investment Advisors
Maryland
$4.77M +$49.2K +635 +1%
CFP
289
Cascade Financial Partners
California
$4.58M -$66.3K -856 -2%
HSG
290
Helen Stephens Group
Texas
$4.56M -$33.9K -438 -0.8%
JCM
291
Jacobi Capital Management
Pennsylvania
$4.56M +$241K +3,106 +6%
HI
292
Harper Investing
California
$4.49M -$13.8K -178 -0.3%
GCM
293
Gibraltar Capital Management
Oklahoma
$4.46M +$1.66M +21,380 +65%
GA
294
Greenspring Advisors
Maryland
$4.35M -$75.5K -975 -2%
PWS
295
Physician Wealth Solutions
Nevada
$4.35M
BA
296
BCM Advisors
Louisiana
$4.32M +$149K +1,928 +4%
DWM
297
DeLarme Wealth Management
California
$4.26M -$22.8K -294 -0.6%
NAM
298
NorthCrest Asset Manangement
Minnesota
$4.26M
HWMG
299
Harbour Wealth Management Group
South Carolina
$4.24M +$151K +1,947 +4%
FPN
300
Financial Planning Navigators
Minnesota
$4.15M +$235K +3,038 +6%

DFAS Hedge Fund Activity: Q2 2026 in Review

908 of the 8,274 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.