Dimensional US Small Cap ETF
DFAS
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.
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: 888 → 906 (+18)
2% more funds holding in top 10
Funds holding in top 10: 111 → 113 (+2)
0.36% more ownership
Funds ownership: 82.55% → 82.92% (+0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$123M |
| 2 |
VT
Vise Technologies
New York
|
+$75.9M |
| 3 |
RFP
Root Financial Partners
Encinitas,
California
|
+$57.6M |
| 4 |
AssetMark Inc
Concord,
California
|
+$27.6M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$15.9M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$13.2M |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$10.3M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$7.83M |
| 5 |
KWM
KMT Wealth Management
El Segundo,
California
|
-$6.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PGAM
926
Princeton Global Asset Management
Princeton,
New Jersey
| – | -$76.1K | -1,070 | Closed |
|
|
GWANC
927
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$71.1K | -1,000 | Closed |
|
|
BW
928
Basepoint Wealth
Cedar Rapids,
Iowa
| – | -$64.2K | -903 | Closed |
|
|
GSEP
929
Golden State Equity Partners
South Coast Metro,
California
| – | -$27.5K | -387 | Closed |
|
|
HWA
930
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$27.2K | -383 | Closed |
|
|
WSFG
931
Wall Street Financial Group
Carlinville,
Illinois
| – | -$22K | -310 | Closed |
|
|
OCWP
932
Owl Creek Wealth Partners
Denver,
Colorado
| – | -$22K | -309 | Closed |
|
|
SGFG
933
Silver Grove Financial Group
Orchard Park,
New York
| – | -$18.1K | -255 | Closed |
|
|
LWMI
934
Legacy Wealth Management (Idaho)
Boise,
Idaho
| – | -$16.1K | -227 | Closed |
|
|
SIS
935
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$8.44K | -118 | Closed |
|
936
Citigroup
New York
| – | -$4.77K | -67 | Closed |
|
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.