We are live on ! Find out more
DFAS icon

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
PIM
726
Penobscot Investment Management
Massachusetts
$245K
BAM
727
Belpointe Asset Management
Nevada
$244K
FCA
728
Fortis Capital Advisors
Kansas
$244K
BB
729
Busey Bank
Illinois
$244K -$4.99K -68 -2%
Susquehanna International Group
730
Susquehanna International Group
Pennsylvania
$241K +$249K +3,395 New
AAS
731
Ameritas Advisory Services
Nebraska
$240K +$14.8K +201 +6%
BFA
732
Benningfield Financial Advisors
California
$238K
SWA
733
Stratos Wealth Advisors
Ohio
$238K
RIP
734
RAM Investment Partners
Washington
$237K -$10.3K -140 -4%
EFG
735
Elevated Financial Group
Indiana
$235K -$31.8K -433 -12%
SIM
736
Synergy Investment Management
Florida
$235K
TWP
737
Triad Wealth Partners
Kansas
$235K -$39.5K -538 -14%
GA
738
Goldstein Advisors
Wisconsin
$233K
PIA
739
Perennial Investment Advisors
California
$233K
SCI
740
Silver Coast Investments
United States
$233K +$240K +3,269 New
OFS
741
Opus Financial Solutions
Illinois
$230K -$1.83K -25 -0.8%
OA
742
Operose Advisors
Wisconsin
$230K +$514 +7 +0.2%
TAFW
743
Tred Avon Family Wealth
Maryland
$228K
SVWAG
744
Sound View Wealth Advisors Group
Georgia
$227K +$3.96K +54 +2%
CT
745
Caldwell Trust
Florida
$224K
MW
746
MBL Wealth
North Carolina
$223K
WT
747
Whittier Trust
California
$223K
PMFA
748
Plante Moran Financial Advisors
Michigan
$222K +$210K +2,865 +1,141%
AWM
749
Arista Wealth Management
Nevada
$221K
EIA
750
Eldridge Investment Advisors
New Hampshire
$220K +$227K +3,094 New

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.