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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
CWMK
751
Caliber Wealth Management (Kansas)
Kansas
$253K
OP
752
Oath Planning
Oklahoma
$253K +$697 +9 +0.3%
OC
753
Oakworth Capital
Alabama
$253K
SIAG
754
Safeguard Investment Advisory Group
California
$253K +$620 +8 +0.3%
DI
755
Disciplined Investors
Texas
$253K +$620 +8 +0.3%
OWA
756
Oak Wealth Advisors
Illinois
$252K
WT
757
Whittier Trust
California
$252K
AFC
758
Ares Financial Consulting
California
$249K +$542 +7 +0.2%
LF
759
Lantz Financial
Illinois
$247K
S
760
SignatureFD
Georgia
$247K +$77 +1 +0%
AC
761
Annandale Capital
Texas
$247K
SCA
762
Snowden Capital Advisors
New York
$246K +$465 +6 +0.2%
RPGK
763
Retirement Planning Group (Kansas)
Kansas
$246K +$2.56K +33 +1%
CT
764
Caldwell Trust
Florida
$246K -$12.5K -161 -5%
EFG
765
Elevated Financial Group
Indiana
$245K -$25.8K -333 -10%
OA
766
Operose Advisors
Wisconsin
$244K -$20.4K -263 -8%
EIG
767
Ellenbecker Investment Group
Wisconsin
$241K
RF
768
Robinswood Financial
Washington
$241K +$155 +2 +0.1%
ACA
769
Aptus Capital Advisors
Alabama
$241K
MFS
770
Madrona Financial Services
Washington
$239K
MSA
771
Marino Stram & Associates
Massachusetts
$238K +$542 +7 +0.2%
QCG
772
Quadrant Capital Group
Ohio
$236K +$171K +2,209 +336%
HCM
773
Hollencrest Capital Management
California
$235K
BFA
774
Bragg Financial Advisors
North Carolina
$232K
SWM
775
SeaCrest Wealth Management
New York
$231K +$217K +2,806 New

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.