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Dimensional US Small Cap ETF

906 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 68 funds opening new positions, 402 increasing their positions, 277 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | 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 (+$2.07B)

2% more funds holding

Funds holding: 888906 (+18)

2% more funds holding in top 10

Funds holding in top 10: 111113 (+2)

0.36% more ownership

Funds ownership: 82.55%82.92% (+0.36%)

Holders
906
Holders Change
+18
Holders Change %
+2.03%
% of All Funds
10.96%
Holding in Top 10
113
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.8%
% of All Funds
1.37%
New
68
Increased
402
Reduced
277
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
801
UBS AM
Illinois
$189K -$36.2K -467 -17%
PWA
802
Provenance Wealth Advisors
Florida
$175K
RWM
803
Rialto Wealth Management
New York
$169K
SPIA
804
Steward Partners Investment Advisory
New York
$165K -$18.8K -243 -11%
CFO
805
CVA Family Office
Colorado
$154K +$21.8K +282 +18%
NSG
806
Nalls Sherbakoff Group
Tennessee
$153K +$76.6K +989 +114%
TFM
807
TFC Financial Management
Massachusetts
$152K
IAS
808
IMA Advisory Services
Colorado
$145K +$137K +1,766 New
AF
809
Align Financial
Minnesota
$145K +$1.23M +15,838 +900%
LWM
810
Lodestone Wealth Management
Washington
$144K -$68.6K -886 -34%
GI
811
GAMMA Investing
California
$142K +$133K +1,722 New
CMBA
812
C.M. Bidwell & Associates
Hawaii
$142K
AP
813
Aspect Partners
Virginia
$140K
RIAS
814
Rachor Investment Advisory Services
Michigan
$140K +$16.7K +215 +14%
HIA
815
Highland Investment Advisors
Florida
$134K +$126K +1,624 New
TWD
816
True Wealth Design
Ohio
$132K -$3.8K -49 -3%
FG
817
Fairman Group
Pennsylvania
$129K
SC
818
Sawyer & Company
Massachusetts
$129K
CFFP
819
Center for Financial Planning
Michigan
$125K
Kayne Anderson Rudnick Investment Management
820
Kayne Anderson Rudnick Investment Management
California
$125K
WSFS
821
Wilmington Savings Fund Society
Delaware
$119K -$54.2K -700 -33%
PNC
822
Park National Corp
Ohio
$117K
FFG
823
Forum Finance Group
$114K -$108K -1,388 -45%
TC
824
Trust Company
Kansas
$113K +$13.4K +173 +14%
PB
825
Prosperity Bancshares
Texas
$106K

DFAS Hedge Fund Activity: Q2 2026 in Review

906 of the 8,264 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: 68 funds opened new DFAS positions and 30 closed out — a net gain of 38 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.

  • 906 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.
  • 68 funds opened new Dimensional US Small Cap ETF positions in Q2 2026 and 30 closed out, a net change of +38 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.