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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
SPC
701
Sigma Planning Corp
Michigan
$279K -$195K -2,657 -40%
SHWM
702
Smith & Howard Wealth Management
Georgia
$278K +$286K +3,903 New
MWM
703
McCartney Wealth Management
Missouri
$275K
DSC
704
Daytona Street Capital
Missouri
$273K
CIM
705
Capital Investment Management
Missouri
$271K -$21.1K -288 -7%
TWM
706
Tolleson Wealth Management
Texas
$271K +$280K +3,813 New
PAG
707
Poinciana Advisors Group
Florida
$271K
CCMG
708
Clark Capital Management Group
Pennsylvania
$267K
NC
709
North Capital
Utah
$267K +$660 +9 +0.2%
TRCT
710
Tower Research Capital (TRC)
New York
$263K +$141K +1,925 +109%
GWA
711
Gutierrez Wealth Advisory
Arkansas
$261K +$269K +3,663 New
QHA
712
Quarry Hill Advisors
Minnesota
$259K
NLWP
713
Next Level Wealth Planning
Idaho
$258K -$34.6K -472 -12%
3FI
714
3 Factor Indexing
California
$256K +$264K +3,602 New
CIA
715
Compass Ion Advisors
Pennsylvania
$256K -$6.61K -90 -2%
PP
716
PDS Planning
Ohio
$254K +$587 +8 +0.2%
MHWM
717
Montz Harcus Wealth Management
Louisiana
$253K +$660 +9 +0.3%
AA
718
Armis Advisers
Georgia
$253K +$220 +3 +0.1%
WWG
719
West Wealth Group
California
$250K +$40K +545 +18%
RFC
720
Regions Financial Corp
Alabama
$250K
AW
721
Aspirean Wealth
California
$248K +$440 +6 +0.2%
TPI
722
Trust Point Inc
Wisconsin
$247K +$255K +3,472 New
First Manhattan
723
First Manhattan
New York
$247K
FIC
724
Family Investment Center
Missouri
$245K
FFA
725
First Foundation Advisors
California
$245K

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.