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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
1IA
851
1620 Investment Advisors
Massachusetts
$29.5K +$5.5K +75 +22%
GSEP
852
Golden State Equity Partners
California
$27.5K +$28.4K +387 New
HWA
853
HHM Wealth Advisors
Tennessee
$27.2K
GG
854
Gleason Group
Kentucky
$26.8K +$73 +1 +0.3%
CSB
855
City State Bank
Iowa
$26.7K +$7.34K +100 +36%
HFS
856
Hughes Financial Services
Virginia
$26.5K
FWP
857
FAS Wealth Partners
Kansas
$26.3K
SC
858
SouthState Corp
Florida
$25.4K -$22.7K -309 -46%
HR
859
Howe & Rusling
New York
$25.1K
ACA
860
American Capital Advisory
Idaho
$24.9K
CCMI
861
Creative Capital Management Investments
California
$24.4K
AF
862
Abound Financial
California
$22.2K
PAI
863
Pittenger & Anderson Inc
Nebraska
$22.2K
WSFG
864
Wall Street Financial Group
Illinois
$22K +$22.8K +310 New
Bessemer Group
865
Bessemer Group
New Jersey
$22K +$12.9K +176 +138%
OCWP
866
Owl Creek Wealth Partners
Colorado
$22K +$22.7K +309 New
T
867
Transce3nd
Texas
$21.1K
SWM
868
SHP Wealth Management
Massachusetts
$20.6K
CPG
869
Cornerstone Planning Group
New Jersey
$19.7K +$73 +1 +0.4%
UCB
870
United Community Bank
South Carolina
$19.2K
HWP
871
Highline Wealth Partners
California
$19.1K +$12.3K +167 +165%
SGFG
872
Silver Grove Financial Group
New York
$18.1K +$18.7K +255 New
SFC
873
SYM Financial Corp
Indiana
$18.1K
LWMI
874
Legacy Wealth Management (Idaho)
Idaho
$16.1K +$5.87K +80 +54%
WIM
875
Westside Investment Management
California
$14.3K +$7.56K +103 +106%

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.