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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
TCIIS
426
TIAA-CREF Individual & Institutional Services
New York
$1.83M -$26.2K -338 -1%
JSL
427
JT Stratford LLC
Georgia
$1.8M +$55.9K +721 +3%
CRC
428
Curi RMB Capital
Illinois
$1.78M +$28.4K +367 +2%
DWM
429
Diversify Wealth Management
Utah
$1.78M +$9.61K +124 +0.6%
DAS
430
Diversify Advisory Services
Utah
$1.78M +$1.7M +21,938 New
OC
431
Oarsman Capital
Wisconsin
$1.78M -$224K -2,897 -12%
LFA
432
Lauterbach Financial Advisors
Texas
$1.78M -$35.5K -458 -2%
UWM
433
USAdvisors Wealth Management
Minnesota
$1.75M +$117K +1,515 +8%
TIAAOA
434
Teachers Insurance & Annuity Association of America
New York
$1.74M
AC
435
AWM Capital
Arizona
$1.72M -$15.8K -204 -1%
SIC
436
Samalin Investment Counsel
New York
$1.72M -$3.41K -44 -0.2%
QFA
437
Quantum Financial Advisors
California
$1.7M
SAM
438
Strategy Asset Managers
California
$1.69M +$1.59M +20,560 New
EFG
439
Embree Financial Group
Illinois
$1.69M -$11.9K -154 -0.7%
WP
440
Westmount Partners
California
$1.69M -$240K -3,100 -13%
GVAG
441
Great Valley Advisor Group
Delaware
$1.68M -$63.2K -816 -4%
VWA
442
VSM Wealth Advisory
Maryland
$1.68M +$2.71K +35 +0.2%
CTC
443
Central Trust Company
Missouri
$1.66M +$1.04M +13,460 +199%
PGFC
444
Peapack-Gladstone Financial Corp
New Jersey
$1.65M +$15K +193 +1%
AAG
445
Asset Advisory Group
New Jersey
$1.62M +$655K +8,455 +75%
AF
446
Apollon Financial
South Carolina
$1.62M
WG
447
WMS Group
Louisiana
$1.61M -$82.4K -1,064 -5%
P
448
&Partners
Tennessee
$1.59M +$66.3K +856 +5%
WTA
449
Washington Trust Advisors
Massachusetts
$1.59M +$179K +2,312 +14%
CCA
450
Clarity Capital Advisors
Florida
$1.58M +$3.64K +47 +0.2%

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.