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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
RIAS
801
Rachor Investment Advisory Services
Michigan
$106K +$94.9K +1,293 +670%
BF
802
BOK Financial
Oklahoma
$105K -$87.3K -1,189 -44%
TCM
803
Tradewinds Capital Management
Washington
$105K +$147 +2 +0.1%
CCWM
804
Cassaday & Co Wealth Management
Virginia
$102K +$105K +1,429 New
PNC
805
Park National Corp
Ohio
$101K +$104K +1,419 New
PB
806
Prosperity Bancshares
Texas
$91.4K
TC
807
Trust Company
Kansas
$85.6K +$27.4K +373 +45%
AWM
808
Abound Wealth Management
Tennessee
$84.3K +$9.17K +125 +12%
GMA
809
Glassy Mountain Advisors
Maryland
$80.8K
RWM
810
Raffa Wealth Management
District of Columbia
$79.3K +$147 +2 +0.2%
HNB
811
Hilltop National Bank
Wyoming
$78.9K
PAM
812
Parvin Asset Management
South Dakota
$78.2K
PGAM
813
Princeton Global Asset Management
New Jersey
$76.1K
SN
814
Sittner & Nelson
Oregon
$72.6K
MWA
815
Medallion Wealth Advisors
Connecticut
$72.3K -$6.61K -90 -8%
GWANC
816
Guardian Wealth Advisors (North Carolina)
North Carolina
$71.1K +$73.4K +1,000 New
LBC
817
Lowe Brockenbrough & Co
Virginia
$67.6K -$11K -150 -14%
FDCP
818
Foster Dykema Cabot & Partners
Massachusetts
$65.3K
NS
819
NBC Securities
Alabama
$64.9K
BW
820
Basepoint Wealth
Iowa
$64.2K +$66.3K +903 New
HFS
821
Horizon Financial Services
North Carolina
$63.3K +$65.3K +890 New
NSG
822
Nalls Sherbakoff Group
Tennessee
$61.6K -$6.75K -92 -10%
DF
823
Dunhill Financial
United Kingdom
$61.3K -$3.45K -47 -5%
DFA
824
DHJJ Financial Advisors
Illinois
$60.7K
CWP
825
Clark Wealth Partners
Illinois
$59.9K

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.