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Dimensional US Small Cap ETF

888 hedge funds and large institutions have $10.5B invested in Dimensional US Small Cap ETF in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 404 increasing their positions, 262 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 30

54% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 262

2% more funds holding

Funds holding: 869888 (+19)

5% more capital invested

Capital invested by funds: $10B → $10.5B (+$475M)

0.21% more ownership

Funds ownership: 82.34%82.55% (+0.21%)

2% less funds holding in top 10

Funds holding in top 10: 113111 (-2)

Holders
888
Holders Change
+19
Holders Change %
+2.19%
% of All Funds
10.87%
Holding in Top 10
111
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.77%
% of All Funds
1.36%
New
67
Increased
404
Reduced
262
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
26
Moisand Fitzgerald Tamayo
Florida
$69M +$281K +3,827 +0.4%
ST
27
Sageworth Trust
Pennsylvania
$68.8M -$39.6K -539 -0.1%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$66.7M +$7.37M +100,473 +12%
LPL Financial
29
LPL Financial
California
$63.6M +$417K +5,688 +0.6%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$60.8M +$20.3M +277,089 +48%
BWM
31
Bernicke Wealth Management
Wisconsin
$58.1M -$1.01M -13,812 -2%
Brown Advisory
32
Brown Advisory
Maryland
$56.2M +$5.22M +71,129 +10%
DC
33
Davenport & Co
Virginia
$53.7M +$8.99M +122,479 +19%
WMN
34
Wealth Management Nebraska
Nebraska
$53.4M +$3.38M +46,081 +7%
BFG
35
Bleakley Financial Group
New Jersey
$53.4M +$9.66M +131,623 +21%
CPIG
36
Chicago Partners Investment Group
Illinois
$52.5M +$1.02M +13,845 +2%
DPW
37
DiNuzzo Private Wealth
Pennsylvania
$52.3M +$11.3K +154 +0%
MPWT
38
MassMutual Private Wealth & Trust
Connecticut
$52.3M -$1.84M -25,050 -3%
SCM
39
Stordahl Capital Management
Colorado
$50.6M -$698K -9,510 -1%
EWA
40
EP Wealth Advisors
California
$48.2M +$27M +367,895 +119%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$47.9M +$1.38M +18,770 +3%
Mariner
42
Mariner
Kansas
$46M -$2.22M -30,221 -4%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$45.5M +$2.89M +39,367 +7%
TAWM
44
Three Arch Wealth Management
California
$44.8M -$795K -10,826 -2%
Corient Private Wealth
45
Corient Private Wealth
Florida
$42.3M -$44.8M -610,362 -51%
Truist Financial
46
Truist Financial
North Carolina
$42.1M +$8.89M +121,090 +26%
Cerity Partners
47
Cerity Partners
New York
$40.5M +$1.57M +21,363 +4%
DFS
48
Dixon Fnancial Services
California
$39.7M -$302K -4,113 -0.7%
EFP
49
Elser Financial Planning
Indiana
$39.4M +$39.4M +536,201 +2,754%
SWA
50
Sax Wealth Advisors
New Jersey
$38.2M -$57K -776 -0.1%

DFAS Hedge Fund Activity: Q1 2026 in Review

888 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q1 2026, worth a combined $10.5B — up 4.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DFAS positions and 30 closed out — a net gain of 37 holders — while 404 added to existing stakes and 262 trimmed.

The largest buyer was Creative Planning, adding an estimated $102M. The largest seller was Corient Private Wealth, cutting an estimated $44.8M.

  • 888 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q1 2026, up from 869 in Q4 2025.
  • Funds reported $10.5B of Dimensional US Small Cap ETF stock for Q1 2026, up 4.7% quarter-over-quarter.
  • 67 funds opened new Dimensional US Small Cap ETF positions in Q1 2026 and 30 closed out, a net change of +37 holders.
  • The largest Dimensional US Small Cap ETF buyer in Q1 2026 was Creative Planning, an estimated $102M added.
  • The largest Dimensional US Small Cap ETF seller in Q1 2026 was Corient Private Wealth, an estimated $44.8M sold.

Based on aggregated 13F filings for Q1 2026.