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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
BHWM
51
Beaird Harris Wealth Management
Texas
$37.7M -$1.88M -25,588 -5%
MWM
52
Modera Wealth Management
New Jersey
$36.1M -$806K -10,984 -2%
KL
53
KWMG LLC
Kansas
$35.2M +$884K +12,049 +2%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$34.9M -$7.03M -95,836 -16%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$34.3M -$3.32M -45,283 -9%
HWMG
56
Hurlow Wealth Management Group
Indiana
$34.2M +$2.31M +31,427 +7%
AAM
57
Austin Asset Management
Texas
$32.9M -$750K -10,223 -2%
RYA
58
Richard Young Associates
Georgia
$32.8M +$341K +4,640 +1%
Osaic Holdings
59
Osaic Holdings
Arizona
$32.2M +$2.17M +29,586 +7%
HIG
60
Heritage Investment Group
Florida
$31.4M -$154K -2,094 -0.5%
HWMT
61
Heritage Wealth Management (Texas)
Texas
$30.9M +$527K +7,181 +2%
PFM
62
Phillips Financial Management
Indiana
$30.9M -$2.27M -30,993 -7%
SFA
63
Sequoia Financial Advisors
Ohio
$30.6M -$1.69M -23,002 -5%
ACC
64
Acorn Creek Capital
Colorado
$30.4M +$195K +2,659 +0.6%
DF
65
DecisionPoint Financial
Arizona
$30.1M +$582K +7,925 +2%
FC
66
Financial Consulate
Maryland
$30.1M -$140K -1,907 -0.4%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$27.9M +$28.7M +390,542 +36,602%
TWM
68
Tanager Wealth Management
United Kingdom
$27.7M -$1.43M -19,532 -5%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$27.5M +$5.91M +80,598 +26%
FFA
70
Farther Finance Advisors
California
$27.3M +$4.52M +61,525 +19%
AC
71
Apella Capital
Connecticut
$27.1M +$20.4M +277,781 +377%
MHS
72
M Holdings Securities
Oregon
$26.9M +$4.42M +60,180 +19%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$25.8M +$453K +6,169 +2%
CL
74
Choreo LLC
Illinois
$25.6M +$82.7K +1,127 +0.3%
BPA
75
Beacon Pointe Advisors
California
$25.6M +$2.18M +29,747 +9%

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.