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Dimensional US Small Cap ETF

907 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, 402 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: 402 | Existing positions reduced: 277

20% more capital invested

Capital invested by funds: $10.5B → $12.6B (+$2.08B)

2% more funds holding

Funds holding: 888907 (+19)

2% more funds holding in top 10

Funds holding in top 10: 111113 (+2)

0.37% more ownership

Funds ownership: 82.55%82.92% (+0.37%)

Holders
907
Holders Change
+19
Holders Change %
+2.14%
% 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
402
Reduced
277
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$77.6M +$3.72M +48,072 +5%
ST
27
Sageworth Trust
Pennsylvania
$75.7M -$3.75M -48,360 -5%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$74.8M +$4.2M +54,215 +6%
DC
29
Davenport & Co
Virginia
$74.2M +$11.4M +146,631 +19%
FCAS
30
First Command Advisory Services
Texas
$73M -$15.9M -204,881 -19%
Brown Advisory
31
Brown Advisory
Maryland
$72.4M +$6.87M +88,620 +11%
BWM
32
Bernicke Wealth Management
Wisconsin
$68.6M +$1.29M +16,615 +2%
BFG
33
Bleakley Financial Group
New Jersey
$67.5M +$5.43M +70,026 +9%
WMN
34
Wealth Management Nebraska
Nebraska
$66.6M +$4.5M +58,050 +8%
SCM
35
Stordahl Capital Management
Colorado
$59.6M +$963K +12,425 +2%
MPWT
36
MassMutual Private Wealth & Trust
Connecticut
$59.2M -$1.25M -16,108 -2%
DPW
37
DiNuzzo Private Wealth
Pennsylvania
$59.2M -$1.27M -16,377 -2%
Cerity Partners
38
Cerity Partners
New York
$58M +$10.5M +135,970 +24%
Mariner
39
Mariner
Kansas
$56.5M +$3.06M +39,541 +6%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$55.9M +$3.04M +39,208 +6%
EWA
41
EP Wealth Advisors
California
$55.7M -$78.8K -1,017 -0.2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$55.4M +$8.75K +113 +0%
CPIG
43
Chicago Partners Investment Group
Illinois
$55.1M +$238K +3,073 +0.5%
TAWM
44
Three Arch Wealth Management
California
$51.2M -$625K -8,069 -1%
DFS
45
Dixon Fnancial Services
California
$45.6M -$295K -3,814 -0.7%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$45.2M +$5.2M +67,173 +14%
EFP
47
Elser Financial Planning
Indiana
$44.4M -$1.26M -16,322 -3%
SWA
48
Sax Wealth Advisors
New Jersey
$42.9M +$4.3M +55,564 +10%
Truist Financial
49
Truist Financial
North Carolina
$42.5M -$5.86M -75,645 -13%
MWM
50
Modera Wealth Management
New Jersey
$42.1M +$335K +4,321 +0.9%

DFAS Hedge Fund Activity: Q2 2026 in Review

907 of the 8,267 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 402 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.

  • 907 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.