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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
WANY
326
Wealthspire Advisors (New York)
New York
$3.62M +$94.1K +1,215 +3%
MFWP
327
Mosaic Family Wealth Partners
Missouri
$3.57M +$1.25M +16,161 +59%
HTWM
328
Hartmann Taylor Wealth Management
Texas
$3.55M -$8.06K -104 -0.2%
SFC
329
Sprinkle Financial Consultants
Colorado
$3.53M +$71.7K +925 +2%
MFC
330
Morris Financial Concepts
South Carolina
$3.52M -$6.82K -88 -0.2%
NFP
331
Narus Financial Partners
Utah
$3.52M +$122K +1,577 +4%
MFG
332
Merit Financial Group
Georgia
$3.5M -$833K -10,758 -20%
LW
333
Lauer Wealth
Indiana
$3.46M +$79.5K +1,026 +2%
EW
334
Enzi Wealth
Texas
$3.44M -$130K -1,676 -4%
FWTB
335
First Western Trust Bank
Colorado
$3.43M -$572K -7,388 -15%
SF
336
Summit Financial
New Jersey
$3.42M +$212K +2,740 +7%
DWM
337
Dopkins Wealth Management
New York
$3.37M -$83.5K -1,078 -3%
OW
338
Olistico Wealth
Oklahoma
$3.35M +$122K +1,569 +4%
CCM
339
Cloud Capital Management
Washington
$3.34M +$8.52K +110 +0.3%
PAM
340
Pacific Asset Management
Washington
$3.34M +$10.8K +140 +0.3%
EWA
341
EverSource Wealth Advisors
Alabama
$3.32M -$708K -9,134 -18%
SC
342
Schoolcraft Capital
Colorado
$3.3M -$40.2K -519 -1%
MGIA
343
Moneta Group Investment Advisors
Missouri
$3.28M -$105K -1,349 -3%
DADC
344
D.A. Davidson & Co
Montana
$3.28M +$403K +5,205 +15%
EH
345
Equitable Holdings
New York
$3.23M -$252K -3,251 -8%
OAG
346
Oakmont Advisory Group
New Mexico
$3.23M +$64.1K +828 +2%
VPF
347
Vantage Point Financial
Illinois
$3.22M -$16.3K -210 -0.5%
RCI
348
RS Crum Inc
California
$3.2M -$77.5K -1,000 -3%
PAG
349
Powers Advisory Group
Illinois
$3.14M +$264K +3,413 +10%
GB
350
Goepper Burkhardt
South Carolina
$3.14M +$389K +5,027 +15%

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.