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Dimensional US Small Cap ETF

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: 869888 (+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: 113111 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
NG
676
Norden Group
Utah
$315K +$440 +6 +0.1%
RMP
677
Richards, Merrill & Peterson
Washington
$315K +$73 +1 +0%
GTWM
678
Global Trust Wealth Management
Florida
$314K -$74.9K -1,021 -19%
APP
679
Avantax Planning Partners
Iowa
$314K -$1.17K -16 -0.4%
MF
680
Montis Financial
Massachusetts
$311K -$26.7K -364 -8%
PMIM
681
Prudent Man Investment Management
Colorado
$310K
WETS
682
Wealth Enhancement Trust Services
South Dakota
$308K -$20.8K -283 -6%
SOAG
683
Silver Oak Advisory Group
Oregon
$306K +$19.9K +271 +7%
SWP
684
Summit Wealth Partners
Florida
$304K
HIGP
685
Hill Investment Group Partners
Missouri
$304K
WCP
686
Wick Capital Partners
Pennsylvania
$302K
VWA
687
Valued Wealth Advisors
Utah
$298K
AFA
688
American Financial Advisors
Georgia
$297K +$514 +7 +0.2%
SAM
689
Summit Asset Management
Tennessee
$297K -$9.76K -133 -3%
ZIM
690
Zacks Investment Management
Illinois
$296K +$305K +4,157 New
OPF
691
Old Peak Finance
North Carolina
$293K +$147 +2 +0%
GWM
692
GDS Wealth Management
Texas
$292K
IWC
693
Infinity Wealth Counsel
Ohio
$291K +$36K +490 +14%
PCIA
694
Prime Capital Investment Advisors
Kansas
$289K +$8.51K +116 +3%
TCM
695
Towneley Capital Management
California
$288K +$660 +9 +0.2%
EWP
696
E-Wealth Partners
Minnesota
$286K +$56.4K +769 +24%
BAM
697
BOS Asset Management
Illinois
$285K +$2.57K +35 +0.9%
Franklin Resources
698
Franklin Resources
California
$284K +$440 +6 +0.2%
RI
699
Ridgewood Investments
New Jersey
$283K +$292K +3,979 New
TWCA
700
Two West Capital Advisors
Kansas
$281K -$63.5K -865 -19%

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.