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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
TCM
101
Tassel Capital Management
North Carolina
$19.3M +$397K +5,411 +2%
MWA
102
Monograph Wealth Advisors
California
$19.2M +$471K +6,416 +2%
W
103
WPWealth
Texas
$18.6M +$1.34M +18,268 +8%
AF
104
Advisornet Financial
Minnesota
$18.4M -$1.97M -26,864 -9%
Stifel Financial
105
Stifel Financial
Missouri
$18.4M +$1.81M +24,635 +11%
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$18.3M -$1.15M -15,728 -6%
MAM
107
McLean Asset Management
Virginia
$18.3M -$412K -5,613 -2%
EFP
108
EnRich Financial Partners
Wisconsin
$18.3M +$186K +2,530 +1%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$18M -$6.91M -94,224 -24%
LI
110
LRI Investments
Florida
$17.9M +$379K +5,168 +2%
LFS
111
Lutz Financial Services
Nebraska
$17M +$119K +1,620 +0.7%
CA
112
Clune & Associates
Illinois
$16.9M -$1.19M -16,192 -6%
OIA
113
OneDigital Investment Advisors
Kansas
$16.8M +$503K +6,848 +3%
NHT
114
New Hampshire Trust
New Hampshire
$16.6M -$251K -3,425 -1%
PAS
115
Park Avenue Securities
New York
$16.6M +$1.43M +19,457 +9%
JP Morgan Chase
116
JP Morgan Chase
New York
$16.5M +$1.64M +22,368 +10%
AF
117
Allworth Financial
California
$16.4M +$4.78M +65,193 +39%
GCM
118
G2 Capital Management
Ohio
$16.4M +$188K +2,557 +1%
HI
119
Harbour Investments
Wisconsin
$16M +$4.59M +62,582 +39%
SWM
120
Sentinel Wealth Management
Virginia
$15.8M +$83.4K +1,136 +0.5%
MSWM
121
McGlone Suttner Wealth Management
Wisconsin
$15.6M +$731K +9,967 +5%
TLFA
122
True Link Financial Advisors
California
$15.6M +$739K +10,072 +5%
ACM
123
Aspen Capital Management
Idaho
$15.4M -$330K -4,498 -2%
WFA
124
West Financial Advisors
Iowa
$15.2M +$99.7K +1,359 +0.6%
Financial Engines Advisors
125
Financial Engines Advisors
California
$14.8M +$604K +8,232 +4%

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.