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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
HCM
776
Hollencrest Capital Management
California
$203K
Wealthfront Advisers
777
Wealthfront Advisers
California
$202K -$31.8K -433 -13%
BFA
778
Bragg Financial Advisors
North Carolina
$201K +$207K +2,820 New
UBS AM
779
UBS AM
Illinois
$197K +$169K +2,300 +493%
KSB
780
Kennebec Savings Bank
Maine
$195K -$3.23K -44 -2%
RTL
781
Red Tortoise LLC
Georgia
$191K
LWM
782
Lodestone Wealth Management
Washington
$187K +$294 +4 +0.2%
FFG
783
Forum Finance Group
$179K +$228K +3,101 New
ATPW
784
Ashton Thomas Private Wealth
Arizona
$168K +$173K +2,361 New
NOI
785
Newton One Investments
Delaware
$165K +$147 +2 +0.1%
SPIA
786
Steward Partners Investment Advisory
New York
$160K -$3.23K -44 -2%
WSFS
787
Wilmington Savings Fund Society
Delaware
$152K -$20K -272 -11%
PWA
788
Provenance Wealth Advisors
Florida
$152K
RWM
789
Rialto Wealth Management
New York
$146K +$84.5K +1,152 +128%
TFM
790
TFC Financial Management
Massachusetts
$131K
AF
791
Align Financial
Minnesota
$125K -$8.87M -120,825 -99%
CMBA
792
C.M. Bidwell & Associates
Hawaii
$122K
AP
793
Aspect Partners
Virginia
$121K
NRWA
794
North Ridge Wealth Advisors
Oregon
$120K
TWD
795
True Wealth Design
Ohio
$117K -$20.9K -285 -15%
CFO
796
CVA Family Office
Colorado
$113K -$11.8K -161 -9%
FG
797
Fairman Group
Pennsylvania
$112K +$294 +4 +0.3%
SC
798
Sawyer & Company
Massachusetts
$111K
CFFP
799
Center for Financial Planning
Michigan
$108K
Kayne Anderson Rudnick Investment Management
800
Kayne Anderson Rudnick Investment Management
California
$108K

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.