We are live on ! Find out more
DFAS icon

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
ADL
376
Asset Dedication LLC
California
$2.59M +$732K +9,444 +43%
MAG
377
Mayfair Advisory Group
Alabama
$2.56M +$170K +2,189 +7%
TWA
378
Trace Wealth Advisors
California
$2.55M +$232 +3 +0%
FA
379
Fortis Advisors
Pennsylvania
$2.54M +$1.01K +13 +0%
WMG
380
WESCAP Management Group
California
$2.53M +$30.1K +388 +1%
SCM
381
Sollinda Capital Management
Florida
$2.5M +$485K +6,264 +26%
CWS
382
Cypress Wealth Services
California
$2.48M +$2.09K +27 +0.1%
TWP
383
Tenet Wealth Partners
Illinois
$2.48M +$2.37M +30,567 New
AWM
384
Ariadne Wealth Management
California
$2.45M +$19K +245 +0.8%
JWM
385
Johnson Wealth Management
North Dakota
$2.43M -$298K -3,841 -12%
GIA
386
Gladstone Institutional Advisory
Florida
$2.42M +$31.8K +410 +1%
IAN
387
Integrated Advisors Network
Texas
$2.4M +$10.9K +141 +0.5%
TFA
388
TrustWell Financial Advisors
Florida
$2.4M -$2.48M -31,986 -52%
BFG
389
Berger Financial Group
Minnesota
$2.38M -$56.7K -732 -2%
FWCM
390
Ferguson Wellman Capital Management
Oregon
$2.36M
FC
391
FCA Corp
Texas
$2.35M +$170K +2,195 +8%
APFP
392
Action Point Financial Planning
Michigan
$2.35M +$1.83M +23,657 +487%
NWP
393
Noble Wealth Partners
Colorado
$2.33M +$2.2M +28,357 New
MWA
394
Mills Wealth Advisors
Texas
$2.33M +$219K +2,823 +11%
SPWM
395
Smith Partners Wealth Management
North Carolina
$2.33M +$833K +10,750 +61%
SWGC
396
Summit Wealth Group (Colorado)
Colorado
$2.33M +$34.8K +449 +2%
QCIG
397
Quad-Cities Investment Group
Iowa
$2.32M +$61.2K +790 +3%
KA
398
Kooman & Associates
Pennsylvania
$2.32M -$5.54M -71,502 -72%
SFP
399
SwitchPoint Financial Planning
Utah
$2.31M
OCA
400
Optimus Capital Advisors
Texas
$2.3M -$36.6K -472 -2%

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.