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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
MSWMA
76
Market Street Wealth Management Advisors
Indiana
$25.1M +$20.4K +278 +0.1%
DEM
77
Disciplined Equity Management
Florida
$24.9M -$48.9K -666 -0.2%
YAL
78
Your Advocates Ltd
Texas
$24.7M +$1.25M +17,018 +5%
GWMT
79
Guardian Wealth Management (Tennessee)
Tennessee
$24.2M +$151K +2,064 +0.6%
THL
80
Tillman Hartley LLC
Colorado
$23.9M +$545K +7,425 +2%
JTWM
81
Jackson Thornton Wealth Management
Alabama
$23.1M +$556K +7,576 +2%
FG
82
Foster Group
Iowa
$23M -$611K -8,323 -3%
PIAS
83
PCA Investment Advisory Services
Ohio
$22.6M +$2.14M +29,180 +10%
EWM
84
Empirical Wealth Management
Washington
$22.6M -$467K -6,357 -2%
BIG
85
Builder Investment Group
Georgia
$22.4M -$235K -3,205 -1%
TFG
86
Tilson Financial Group
New Jersey
$22M +$383K +5,220 +2%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$21.6M +$6.35M +86,584 +39%
PCI
88
Planning Center Inc
Illinois
$21.4M -$930K -12,679 -4%
Wells Fargo
89
Wells Fargo
California
$21.3M +$2.51M +34,248 +13%
AA
90
Advisory Alpha
Michigan
$21.1M +$2.33M +31,803 +12%
FPCG
91
Forum Private Client Group
Indiana
$21M +$499K +6,806 +2%
PS
92
Pinney & Scofield
Massachusetts
$20.8M +$296K +4,029 +1%
MWM
93
Mission Wealth Management
California
$20.8M -$349K -4,756 -2%
PFA
94
Pillar Financial Advisors
Kentucky
$20.6M +$329K +4,488 +2%
PWP
95
Parkwoods Wealth Partners
New York
$20.5M +$1.54M +21,035 +8%
MPW
96
MASECO Private Wealth
$20.5M -$798K -10,871 -4%
HIF
97
Hill Island Financial
Michigan
$20.2M +$326K +4,448 +2%
MFS
98
McNamara Financial Services
Massachusetts
$20.2M -$187K -2,544 -0.9%
FSWA
99
Financial Synergies Wealth Advisors
Texas
$20.2M +$132K +1,798 +0.6%
AIC
100
Allodium Investment Consultants
Minnesota
$19.8M +$605K +8,244 +3%

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.