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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
TCA
551
Transcend Capital Advisors
New Jersey
$764K -$2.63K -34 -0.4%
ACS
552
Archford Capital Strategies
Illinois
$750K -$266K -3,430 -27%
MEAC
553
M.E. Allison & Co
Texas
$749K
SW
554
StrongBox Wealth
Missouri
$744K -$50.4K -650 -7%
PPP
555
Prism Planning Partners
Illinois
$739K +$163K +2,102 +31%
PC
556
Peavine Capital
Nevada
$732K
PFA
557
Professional Financial Advisors
Nebraska
$729K -$5.96K -77 -0.9%
CB
558
Community Bank
New York
$727K +$684K +8,831 New
MIC
559
Meridian Investment Counsel
California
$725K
MWPCG
560
Measured Wealth Private Client Group
New Hampshire
$720K -$14.2K -183 -2%
AWM
561
Apollon Wealth Management
South Carolina
$718K -$17.3K -223 -2%
CIA
562
Capital Investment Advisors
Georgia
$714K
AWM
563
Avior Wealth Management
Nebraska
$712K -$13.2K -170 -2%
MKW
564
Mullaney, Keating & Wright
Connecticut
$711K -$18.8K -243 -3%
WTC
565
WhitTier Trust Company
Nevada
$710K
KCM
566
KM Capital Management
Texas
$696K +$1.08K +14 +0.2%
RWA
567
Resolute Wealth Advisor
Ohio
$693K
AG
568
Ascent Group
Virginia
$693K +$237K +3,065 +57%
VA
569
VestGen Advisors
Illinois
$691K
FWM
570
Forteris Wealth Management
New York
$689K +$1.86K +24 +0.3%
SW
571
Simplicity Wealth
New Jersey
$689K -$155 -2 -0%
OFG
572
Opulen Financial Group
Virginia
$677K +$15.3K +198 +2%
EGWAG
573
Elwood & Goetz Wealth Advisory Group
Georgia
$671K -$20.1K -259 -3%
LCWP
574
Legacy Capital Wealth Partners
Arkansas
$665K -$28K -362 -4%
SFS
575
Sowell Financial Services
Arkansas
$661K -$57.2K -738 -8%

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.