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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
RI
701
Ridgewood Investments
New Jersey
$328K +$155 +2 +0.1%
SAM
702
Summit Asset Management
Tennessee
$326K -$16.1K -208 -5%
PCIA
703
Prime Capital Investment Advisors
Kansas
$325K -$8.99K -116 -3%
SPC
704
Sigma Planning Corp
Michigan
$323K +$620 +8 +0.2%
APP
705
Avantax Planning Partners
Iowa
$319K -$41.8K -539 -12%
MWM
706
McCartney Wealth Management
Missouri
$319K
PAG
707
Poinciana Advisors Group
Florida
$313K
CIM
708
Capital Investment Management
Missouri
$313K -$1.32K -17 -0.4%
CCMG
709
Clark Capital Management Group
Pennsylvania
$309K
PMIM
710
Prudent Man Investment Management
Colorado
$309K -$465 -6 -0.1%
MW
711
MBL Wealth
North Carolina
$308K +$46.4K +599 +19%
CG
712
Caprock Group
Idaho
$308K +$289K +3,735 New
DSC
713
Daytona Street Capital
Missouri
$307K
GWA
714
Gutierrez Wealth Advisory
Arkansas
$307K +$5.11K +66 +2%
FWP
715
Forefront Wealth Partners
Texas
$305K +$287K +3,699 New
NLWP
716
Next Level Wealth Planning
Idaho
$301K +$2.4K +31 +0.9%
CIA
717
Compass Ion Advisors
Pennsylvania
$297K +$697 +9 +0.3%
DFA
718
DHJJ Financial Advisors
Illinois
$295K +$211K +2,729 +320%
3FI
719
3 Factor Indexing
California
$295K -$1.86K -24 -0.7%
MHWM
720
Montz Harcus Wealth Management
Louisiana
$294K +$775 +10 +0.3%
AWM
721
AE Wealth Management
Kansas
$293K -$1.23M -15,814 -82%
RFC
722
Regions Financial Corp
Alabama
$289K
Fisher Asset Management
723
Fisher Asset Management
Washington
$287K +$270K +3,483 New
First Manhattan
724
First Manhattan
New York
$286K
FIC
725
Family Investment Center
Missouri
$284K

DFAS Hedge Fund Activity: Q2 2026 in Review

907 of the 8,269 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.