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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
10.96%
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
SEA
601
Stegent Equity Advisors
Texas
$558K
VWM
602
Vigil Wealth Management
Florida
$557K
SSW
603
Stone Summit Wealth
Florida
$555K
PTC
604
Private Trust Company
Ohio
$554K +$30.2K +390 +6%
PS
605
Principal Securities
Iowa
$554K +$76.7K +990 +17%
VWA
606
Vistica Wealth Advisors
California
$550K
ZIM
607
Zacks Investment Management
Illinois
$549K +$195K +2,511 +60%
ARA
608
Approach Retirement Advisors
Alabama
$541K +$697 +9 +0.1%
CMP
609
Coston McIsaac & Partners
Maine
$539K +$44.9K +579 +10%
SPA
610
Shore Point Advisors
New Jersey
$538K +$56K +723 +12%
CSI
611
Cross Staff Investments
New York
$535K
BMCM
612
Bryn Mawr Capital Management
Pennsylvania
$534K +$7.36K +95 +1%
DT
613
Diversified Trust
Tennessee
$532K
WT
614
Washington Trust
Rhode Island
$528K
LFAS
615
Level Four Advisory Services
Texas
$527K +$103K +1,333 +26%
BFA
616
Bill Few Associates
Pennsylvania
$524K -$15.9K -205 -3%
AWP
617
Accretive Wealth Partners
New Jersey
$522K
BAWC
618
Boyce & Associates Wealth Consulting
Texas
$519K +$930 +12 +0.2%
CIM
619
Cambria Investment Management
California
$513K +$482K +6,227 New
EF
620
Empowered Funds
Pennsylvania
$513K +$482K +6,227 New
TP
621
Tranquility Partners
Tennessee
$508K +$96.8K +1,250 +25%
WCM
622
Winebrenner Capital Management
Kentucky
$507K -$93.7K -1,209 -16%
LCAM
623
London & Capital Asset Management
United Kingdom
$502K +$48.7K +628 +11%
ANB
624
Amarillo National Bank
Texas
$500K
MWC
625
MBM Wealth Consultants
Missouri
$499K

DFAS Hedge Fund Activity: Q2 2026 in Review

907 of the 8,272 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.