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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
CWMK
751
Caliber Wealth Management (Kansas)
Kansas
$219K
OC
752
Oakworth Capital
Alabama
$218K
OWA
753
Oak Wealth Advisors
Illinois
$218K -$8.81K -120 -4%
SIAG
754
Safeguard Investment Advisory Group
California
$218K +$220 +3 +0.1%
OP
755
Oath Planning
Oklahoma
$218K +$514 +7 +0.2%
DI
756
Disciplined Investors
Texas
$218K +$294 +4 +0.1%
BIG
757
Brooklyn Investment Group
New York
$216K
AFC
758
Ares Financial Consulting
California
$216K +$440 +6 +0.2%
AC
759
Annandale Capital
Texas
$214K +$7.85K +107 +4%
LF
760
Lantz Financial
Illinois
$214K
S
761
SignatureFD
Georgia
$213K +$8.81K +120 +4%
SCA
762
Snowden Capital Advisors
New York
$212K -$64.8K -883 -23%
KCM
763
Kathmere Capital Management
Pennsylvania
$212K
FWS
764
FinDec Wealth Services
California
$211K -$1.47K -20 -0.7%
RPGK
765
Retirement Planning Group (Kansas)
Kansas
$210K +$217K +2,958 New
AssetMark Inc
766
AssetMark Inc
California
$210K +$73.5K +1,001 +51%
EIG
767
Ellenbecker Investment Group
Wisconsin
$209K -$55.3K -753 -20%
RF
768
Robinswood Financial
Washington
$208K +$147 +2 +0.1%
ACA
769
Aptus Capital Advisors
Alabama
$208K +$8.95K +122 +4%
MFS
770
Madrona Financial Services
Washington
$206K
SWM
771
Silverlake Wealth Management
Vermont
$206K -$79.6K -1,085 -27%
MSA
772
Marino Stram & Associates
Massachusetts
$205K +$212K +2,886 New
PMG
773
Private Management Group
California
$204K -$42.3K -577 -17%
IA
774
Inspire Advisors
Idaho
$204K +$211K +2,870 New
WP
775
WealthSpring Partners
California
$204K +$210K +2,866 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.