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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
KL
51
KWMG LLC
Kansas
$42.1M +$1.3M +16,820 +3%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$42.1M +$1.55M +20,060 +4%
BHWM
53
Beaird Harris Wealth Management
Texas
$41.6M -$1.88M -24,207 -5%
HWMG
54
Hurlow Wealth Management Group
Indiana
$41.5M +$1.86M +23,996 +5%
Corient Private Wealth
55
Corient Private Wealth
Florida
$40.6M -$7.83M -101,068 -17%
Osaic Holdings
56
Osaic Holdings
Arizona
$40.5M +$3.07M +39,625 +9%
RYA
57
Richard Young Associates
Georgia
$38.2M +$264K +3,409 +0.7%
DF
58
DecisionPoint Financial
Arizona
$37M +$2.15M +27,759 +7%
AAM
59
Austin Asset Management
Texas
$36.9M -$1.16M -14,920 -3%
HIG
60
Heritage Investment Group
Florida
$35.7M -$604K -7,790 -2%
FC
61
Financial Consulate
Maryland
$35.7M +$814K +10,503 +2%
HWMT
62
Heritage Wealth Management (Texas)
Texas
$35.1M -$594K -7,665 -2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$34.6M +$2.66M +34,297 +9%
SFA
64
Sequoia Financial Advisors
Ohio
$34.6M -$738K -9,522 -2%
PFM
65
Phillips Financial Management
Indiana
$34.5M -$1.21M -15,640 -4%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$32.7M +$7.07M +91,294 +30%
ACC
67
Acorn Creek Capital
Colorado
$32.3M -$2.76M -35,666 -8%
FFA
68
Farther Finance Advisors
California
$32M +$517K +6,669 +2%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$30.3M +$496K +6,401 +2%
TWM
70
Tanager Wealth Management
United Kingdom
$30.2M -$1.77M -22,842 -6%
DEM
71
Disciplined Equity Management
Florida
$30.1M +$1.27M +16,360 +5%
BPA
72
Beacon Pointe Advisors
California
$29.7M +$148K +1,909 +0.5%
AssetMark Inc
73
AssetMark Inc
California
$29.6M +$27.6M +356,325 +12,071%
CL
74
Choreo LLC
Illinois
$29.5M -$72.4K -934 -0.3%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$29.5M -$2.56M -33,014 -8%

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.