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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
UB
626
UMB Bank
Missouri
$497K +$6.28K +81 +1%
BRWA
627
B. Riley Wealth Advisors
Florida
$495K +$542 +7 +0.1%
BL
628
BFSG LLC
California
$494K +$2.32K +30 +0.5%
BFPW
629
BOK Financial Private Wealth
Colorado
$491K +$118K +1,525 +34%
BFG
630
Bouchey Financial Group
New York
$487K -$2.09K -27 -0.5%
HA
631
Hanover Advisors
South Carolina
$486K +$7.36K +95 +2%
ST
632
Smithfield Trust
Pennsylvania
$485K -$4.26K -55 -0.9%
HWM
633
HB Wealth Management
Georgia
$485K -$254K -3,278 -36%
FHA
634
Flagship Harbor Advisors
Massachusetts
$484K +$456K +5,880 New
BC
635
BDFS Capital
Delaware
$482K +$1.16K +15 +0.3%
BJL
636
Brighton Jones LLC
Washington
$480K
BFA
637
Beacon Financial Advisory
Ohio
$480K -$17.4K -224 -4%
JIC
638
Joel Isaacson & Co
New York
$479K
AA
639
Ancora Advisors
Ohio
$479K
SRC
640
Sage Rhino Capital
California
$475K
KF
641
K2 Financial
California
$474K -$55.1K -711 -11%
CWP
642
Cyndeo Wealth Partners
Florida
$473K -$1.32K -17 -0.3%
VCM
643
Versant Capital Management
Arizona
$470K
NPFS
644
Novak & Powell Financial Services
Florida
$467K +$61K +787 +16%
PIA
645
Perennial Investment Advisors
California
$467K +$185K +2,386 +73%
CA
646
Cornerstone Advisory
Maryland
$463K
AIS
647
Accredited Investor Services
Minnesota
$457K
AWM
648
Angeles Wealth Management
California
$453K +$10.5K +135 +3%
LRIA
649
Leonard Rickey Investment Advisors
Washington
$448K +$5.19K +67 +1%
HWA
650
Heartwood Wealth Advisors
Virginia
$437K

DFAS Hedge Fund Activity: Q2 2026 in Review

907 of the 8,271 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.