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Dimensional US Small Cap ETF
DFAS

888 hedge funds and large institutions have $10.5B invested in Dimensional US Small Cap ETF in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 404 increasing their positions, 262 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 30

54% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 262

2% more funds holding

Funds holding: 869 → 888 (+19)

5% more capital invested

Capital invested by funds: $10B → $10.5B (+$475M)

0.21% more ownership

Funds ownership: 82.34% → 82.55% (+0.21%)

2% less funds holding in top 10

Funds holding in top 10: 113 → 111 (-2)

Holders
888
Holders Change
+19
Holders Change %
+2.19%
% of All Funds
10.87%
Holding in Top 10
111
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.77%
% of All Funds
1.36%
New
67
Increased
404
Reduced
262
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$102M
2
Northern Trust
Northern Trust
Illinois
+$80M
3
EFP
Elser Financial Planning
Indiana
+$39.4M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$28.7M
5
EWA
EP Wealth Advisors
California
+$27M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$44.8M
2
SMM
Stadion Money Management
Georgia
-$18M
3
AAP
Arax Advisory Partners
Colorado
-$13.7M
4
BCI
Brinker Capital Investments
Pennsylvania
-$12.2M
5
AWM
Axxcess Wealth Management
California
-$9.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
651
Level Four Advisory Services
Texas
$360K +$372K +5,065 New
WP
652
Walleye Partners
Wisconsin
$360K +$68K +927 +22%
FSA
653
Financial Security Advisor
Virginia
$360K +$734 +10 +0.2%
AW
654
Atlas Wealth
Ohio
$358K – – –
BAAM
655
Baker Avenue Asset Management
California
$355K – – –
MAMG
656
Milestone Asset Management Group
Connecticut
$354K +$367 +5 +0.1%
TP
657
Tranquility Partners
Tennessee
$350K +$4.92K +67 +1%
EI
658
Ethic Inc
New York
$349K +$360K +4,901 New
DI
659
Disciplined Investments
Oklahoma
$348K – – –
NPFS
660
Novak & Powell Financial Services
Florida
$347K +$358K +4,880 New
APFP
661
Action Point Financial Planning
Michigan
$346K +$357K +4,860 New
SWMG
662
Signature Wealth Management Group
Georgia
$345K -$514 -7 -0.1%
SI
663
Stephens Inc
Arkansas
$344K +$355K +4,833 New
MWM
664
Meritas Wealth Management
California
$342K – – –
AWA
665
Arbor Wealth Advisors
Michigan
$339K – – –
CF
666
Claris Financial
Virginia
$338K +$349K +4,751 New
AFA
667
Avant Financial Advisors
Texas
$335K – – –
FF
668
Francis Financial
$332K -$25.5K -347 -7%
OIM
669
Oder Investment Management
California
$332K +$65.2K +889 +24%
ATC
670
Argent Trust Co
Tennessee
$327K +$1.98K +27 +0.6%
FRA
671
Frank Rimerman Advisors
California
$326K – – –
NP
672
NorthRock Partners
Minnesota
$324K +$514 +7 +0.2%
RWM
673
RKL Wealth Management
Pennsylvania
$317K – – –
APG
674
Abacus Planning Group
South Carolina
$316K +$326K +4,440 New
BFPW
675
BOK Financial Private Wealth
Colorado
$315K – – –
25 26
27
28 29

DFAS Hedge Fund Activity: Q1 2026 in Review

888 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q1 2026, worth a combined $10.5B — up 4.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DFAS positions and 30 closed out — a net gain of 37 holders — while 404 added to existing stakes and 262 trimmed.

The largest buyer was Creative Planning, adding an estimated $102M. The largest seller was Corient Private Wealth, cutting an estimated $44.8M.

  • 888 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q1 2026, up from 869 in Q4 2025.
  • Funds reported $10.5B of Dimensional US Small Cap ETF stock for Q1 2026, up 4.7% quarter-over-quarter.
  • 67 funds opened new Dimensional US Small Cap ETF positions in Q1 2026 and 30 closed out, a net change of +37 holders.
  • The largest Dimensional US Small Cap ETF buyer in Q1 2026 was Creative Planning, an estimated $102M added.
  • The largest Dimensional US Small Cap ETF seller in Q1 2026 was Corient Private Wealth, an estimated $44.8M sold.

Based on aggregated 13F filings for Q1 2026.