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Dimensional US Small Cap ETF

907 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 69 funds opening new positions, 402 increasing their positions, 277 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 69 | 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 (+$2.08B)

2% more funds holding

Funds holding: 888907 (+19)

2% more funds holding in top 10

Funds holding in top 10: 111113 (+2)

0.37% more ownership

Funds ownership: 82.55%82.92% (+0.37%)

Holders
907
Holders Change
+19
Holders Change %
+2.14%
% of All Funds
10.97%
Holding in Top 10
113
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.8%
% of All Funds
1.37%
New
69
Increased
402
Reduced
277
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
$29.2M +$160K +2,062 +0.6%
AC
77
Apella Capital
Connecticut
$29M +$495K +6,394 +2%
YAL
78
Your Advocates Ltd
Texas
$28.6M +$74K +955 +0.3%
THL
79
Tillman Hartley LLC
Colorado
$28.2M +$485K +6,256 +2%
GWMT
80
Guardian Wealth Management (Tennessee)
Tennessee
$27.9M -$166K -2,143 -0.6%
BIG
81
Builder Investment Group
Georgia
$26.7M +$714K +9,213 +3%
FG
82
Foster Group
Iowa
$26.4M -$209K -2,692 -0.8%
AA
83
Advisory Alpha
Michigan
$26.4M +$1.8M +23,298 +8%
EWM
84
Empirical Wealth Management
Washington
$26.1M +$5.73K +74 +0%
TFG
85
Tilson Financial Group
New Jersey
$25.9M +$457K +5,900 +2%
JTWM
86
Jackson Thornton Wealth Management
Alabama
$25.5M -$143K -1,851 -0.6%
PWP
87
Parkwoods Wealth Partners
New York
$25.1M +$1.23M +15,851 +5%
TFO
88
Timonier Family Office
North Carolina
$24.9M +$23.5M +302,816 New
MWM
89
Mission Wealth Management
California
$24.9M +$742K +9,580 +3%
PCI
90
Planning Center Inc
Illinois
$24.7M +$2.63K +34 +0%
FPCG
91
Forum Private Client Group
Indiana
$24.5M +$206K +2,662 +0.9%
Wells Fargo
92
Wells Fargo
California
$24.3M -$314K -4,053 -1%
PIAS
93
PCA Investment Advisory Services
Ohio
$24.3M -$1.79M -23,063 -7%
PS
94
Pinney & Scofield
Massachusetts
$24M -$110K -1,419 -0.5%
HIF
95
Hill Island Financial
Michigan
$23.9M +$405K +5,222 +2%
PFA
96
Pillar Financial Advisors
Kentucky
$23.9M -$2.4K -31 -0%
MWA
97
Monograph Wealth Advisors
California
$23.6M +$1.27M +16,403 +6%
MFS
98
McNamara Financial Services
Massachusetts
$23.3M -$34.1K -440 -0.2%
MPW
99
MASECO Private Wealth
$23.3M -$376K -4,854 -2%
FSWA
100
Financial Synergies Wealth Advisors
Texas
$22.9M -$362K -4,670 -2%

DFAS Hedge Fund Activity: Q2 2026 in Review

907 of the 8,269 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: 69 funds opened new DFAS positions and 30 closed out — a net gain of 39 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.

  • 907 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.
  • 69 funds opened new Dimensional US Small Cap ETF positions in Q2 2026 and 30 closed out, a net change of +39 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.