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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
WWA
501
Wingate Wealth Advisors
Massachusetts
$1.1M +$203K +2,620 +24%
WRPWM
502
Werba Rubin Papier Wealth Management
California
$1.09M -$310 -4 -0%
CIA
503
Cladis Investment Advisory
Montana
$1.09M +$95K +1,226 +10%
PPA
504
Painted Porch Advisors
California
$1.06M +$596K +7,699 +150%
NWA
505
Northwest Wealth Advisors
Washington
$1.03M -$8.37K -108 -0.9%
RLIM
506
Red Lighthouse Investment Management
New York
$1.03M
AWP
507
Abacus Wealth Partners
California
$1.02M -$8.75K -113 -0.9%
IA
508
IFG Advisors
Missouri
$1.02M +$22.3K +288 +2%
US Bancorp
509
US Bancorp
Minnesota
$1.02M -$73.5K -949 -7%
SPF
510
South Plains Financial
Texas
$1.01M -$12K -155 -1%
TRCT
511
Tower Research Capital (TRC)
New York
$991K +$647K +8,347 +226%
WFA
512
Websterrogers Financial Advisors
South Carolina
$968K -$4.88K -63 -0.5%
AFG
513
Atomi Financial Group
New York
$960K +$29.4K +379 +3%
CCM
514
Cambridge Capital Management
Illinois
$957K +$2.63K +34 +0.3%
CW
515
CreativeOne Wealth
Kansas
$956K +$50K +646 +6%
FA
516
Fiduciary Alliance
South Carolina
$954K +$8.75K +113 +1%
LA
517
Lynch & Associates
Indiana
$941K +$63.9K +825 +8%
WCG
518
Weaver Consulting Group
California
$928K +$12.8K +165 +1%
AWE
519
Avidian Wealth Enterprises
Texas
$927K -$54.6K -705 -6%
2L
520
25 LLC
Missouri
$915K +$1.7K +22 +0.2%
PWIA
521
Porter White Investment Advisors
Alabama
$910K +$77 +1 +0%
RSWM
522
Robertson Stephens Wealth Management
California
$909K +$72.3K +933 +9%
EFS
523
Essex Financial Services
Connecticut
$908K -$6.74K -87 -0.8%
CFG
524
Citizens Financial Group
Rhode Island
$896K +$2.48K +32 +0.3%
CAMG
525
CWA Asset Management Group
Florida
$882K -$8.44K -109 -1%

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.