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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
WWA
351
WCG Wealth Advisors
Nevada
$3.11M +$120K +1,547 +4%
SCA
352
Strathmore Capital Advisors
North Carolina
$3.1M -$74.1K -957 -2%
CWMA
353
Capstone Wealth Management (Alabama)
Alabama
$3.09M -$9.14K -118 -0.3%
GPWA
354
Great Point Wealth Advisors
Massachusetts
$3.09M -$15.8K -204 -0.5%
DW30
355
Drucker Wealth 3.0
New Jersey
$3.07M -$610K -7,880 -17%
AFO
356
Aurelius Family Office
New Hampshire
$3.05M -$127K -1,643 -4%
BW
357
BIP Wealth
Georgia
$3.03M +$883K +11,395 +45%
MWML
358
M Wealth Management LLC
California
$3.01M -$10.5K -136 -0.4%
FCA
359
FLC Capital Advisors
California
$2.99M -$2.87K -37 -0.1%
CFGA
360
Cambridge Financial Group (Arizona)
Arizona
$2.98M +$74.8K +965 +3%
AAA
361
AG Asset Advisory
California
$2.96M +$66.7K +861 +2%
BBNB
362
Baker Boyer National Bank
Washington
$2.94M -$11.2K -144 -0.4%
QCM
363
QRG Capital Management
Illinois
$2.93M +$2.76M +35,623 New
BTWM
364
Baker Tilly Wealth Management
Wisconsin
$2.9M -$37.3K -481 -1%
Natixis Advisors
365
Natixis Advisors
Massachusetts
$2.89M +$1.14M +14,707 +72%
WKWM
366
Walter & Keenan Wealth Management
Indiana
$2.88M +$40.4K +521 +2%
CWP
367
Concord Wealth Partners
Virginia
$2.84M +$23K +297 +0.9%
UCFA
368
United Capital Financial Advisors
Texas
$2.77M +$310 +4 +0%
SPI
369
Sutton Place Investors
New York
$2.73M +$50.3K +649 +2%
QWM
370
Quadcap Wealth Management
Texas
$2.72M -$36K -465 -1%
PIWA
371
Prevail Innovative Wealth Advisors
Kansas
$2.71M +$546K +7,044 +27%
PAG
372
Private Advisory Group
Washington
$2.67M +$2.52M +32,472 New
PFA
373
Pettinga Financial Advisors
Indiana
$2.67M -$23.2K -300 -0.9%
TCM
374
Triumph Capital Management
Colorado
$2.67M +$146K +1,882 +6%
JWCA
375
J.W. Cole Advisors
Florida
$2.61M +$133K +1,717 +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.