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Dimensional US Small Cap ETF
DFAS

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: 869 → 888 (+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: 113 → 111 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$102M
2
Northern Trust
Northern Trust
Illinois
+$80M
3
EFP
Elser Financial Planning
Indiana
+$39.4M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$28.7M
5
EWA
EP Wealth Advisors
California
+$27M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$44.8M
2
SMM
Stadion Money Management
Georgia
-$18M
3
AAP
Arax Advisory Partners
Colorado
-$13.7M
4
BCI
Brinker Capital Investments
Pennsylvania
-$12.2M
5
AWM
Axxcess Wealth Management
California
-$9.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
876
Comprehensive Financial Planning
Pennsylvania
$13.9K – – –
ASCM
877
Adkins Seale Capital Management
Louisiana
$11.7K – – –
KPP
878
Kings Path Partners
Texas
$10.4K – – –
BFP
879
Birchwood Financial Partners
Minnesota
$8.96K – – –
SIS
880
Sound Income Strategies
Florida
$8.44K – – –
Russell Investments Group
881
Russell Investments Group
United Kingdom
$8.04K -$91.1K -1,241 -92%
FHC
882
First Horizon Corporation
Tennessee
$7.33K – – –
TC
883
Truvestments Capital
Florida
$6.15K +$73 +1 +1%
Citigroup
884
Citigroup
New York
$4.77K +$4.92K +67 New
CWM
885
Cranbrook Wealth Management
Michigan
$3.55K – – –
BSB
886
Bangor Savings Bank
Maine
$2.85K – – –
CFD
887
Creative Financial Designs
Indiana
$2.49K +$1.83K +25 +250%
FFA
888
Frazier Financial Advisors
Ohio
$1.35K +$734 +10 +111%
AIC
889
Archer Investment Corporation
Indiana
$1.07K – – –
AWM
890
Axxcess Wealth Management
California
– -$9.36M -134,359 Closed
Tudor Investment Corp
891
Tudor Investment Corp
Connecticut
– -$1.82M -26,193 Closed
TIAA Trust, National Association
892
TIAA Trust, National Association
North Carolina
– -$1.48M -21,227 Closed
JIC
893
Johnson Investment Counsel
Ohio
– -$1.33M -19,085 Closed
DAS
894
Diversify Advisory Services
Utah
– -$1.27M -17,001 Closed
SMC
895
Smith, Moore & Co
Missouri
– -$1.12M -16,065 Closed
STA
896
Summit Trail Advisors
New York
– -$1.09M -15,589 Closed
Two Sigma Investments
897
Two Sigma Investments
New York
– -$864K -12,400 Closed
Jane Street
898
Jane Street
New York
– -$621K -8,912 Closed
HWA
899
Heritage Wealth Architects
Minnesota
– -$417K -5,595 Closed
M&T Bank
900
M&T Bank
New York
– -$339K -4,868 Closed
33 34 35
36
37

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.