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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
Betterment LLC
476
Betterment LLC
New York
$1.28M +$101K +1,309 +9%
WAN
477
Wealth Advisors Northwest
Oregon
$1.27M -$69.6K -898 -5%
SWP
478
SIMA Wealth Partners
Virginia
$1.27M +$66.8K +862 +6%
GRP
479
Global Retirement Partners
California
$1.26M +$1.19M +15,363 New
CIAS
480
Capital Investment Advisory Services
North Carolina
$1.26M +$255K +3,294 +27%
OCG
481
Opus Capital Group
Ohio
$1.26M +$1.01K +13 +0.1%
CI
482
CX Institutional
Indiana
$1.24M -$26.7K -345 -2%
JAWA
483
John A. Wolfe & Associates
Michigan
$1.24M -$155 -2 -0%
SWM
484
SpringVest Wealth Management
Texas
$1.24M -$12.1K -156 -1%
ATI
485
ARK & TLK Investments
Oklahoma
$1.23M -$9.37K -121 -0.8%
EFG
486
Everest Financial Group
Minnesota
$1.21M +$26K +336 +2%
MW
487
Marrick Wealth
California
$1.21M
VA
488
Valmark Advisers
Ohio
$1.21M -$151K -1,947 -12%
MJFG
489
Mars Jewett Financial Group
Washington
$1.21M +$1.13M +14,645 New
LNWTC
490
Laird Norton Wetherby Trust Company
Washington
$1.21M -$341K -4,399 -23%
IF
491
Ironwood Financial
Arizona
$1.2M -$5.81K -75 -0.5%
WWM
492
Western Wealth Management
Colorado
$1.2M +$75.3K +972 +7%
BPFA
493
Barnes Pettey Financial Advisors
Mississippi
$1.19M +$92.3K +1,192 +9%
EWA
494
EQ Wealth Advisors
Texas
$1.18M +$168K +2,164 +18%
WAP
495
Wealthcare Advisory Partners
Pennsylvania
$1.18M -$453K -5,851 -29%
VFP
496
Verus Financial Partners
Virginia
$1.17M +$3.25K +42 +0.3%
UAG
497
United Advisor Group
Ohio
$1.16M +$1.1M +14,138 New
CFA
498
CWS Financial Advisors
Michigan
$1.12M +$1.78K +23 +0.2%
CWA
499
Canvas Wealth Advisors
Kansas
$1.11M +$582K +7,517 +125%
KeyBank National Association
500
KeyBank National Association
Ohio
$1.1M +$345K +4,448 +50%

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.