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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
BlackRock
101
BlackRock
New York
$22.6M +$5.48M +70,768 +35%
Stifel Financial
102
Stifel Financial
Missouri
$22.3M +$1M +12,944 +5%
AIC
103
Allodium Investment Consultants
Minnesota
$22.3M -$538K -6,949 -3%
PAS
104
Park Avenue Securities
New York
$21.8M +$2.42M +31,241 +13%
CCFM
105
Clear Creek Financial Management
Washington
$21.7M +$9.38M +121,116 +85%
EFP
106
EnRich Financial Partners
Wisconsin
$21M -$83.7K -1,081 -0.4%
AF
107
Advisornet Financial
Minnesota
$21M -$240K -3,103 -1%
W
108
WPWealth
Texas
$20.9M -$552K -7,122 -3%
LI
109
LRI Investments
Florida
$20.7M -$23.9K -308 -0.1%
TCM
110
Tassel Capital Management
North Carolina
$20.6M -$1.6M -20,700 -8%
Financial Engines Advisors
111
Financial Engines Advisors
California
$20.4M +$3.06M +39,548 +19%
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$20.1M -$1.04M -13,433 -5%
JP Morgan Chase
113
JP Morgan Chase
New York
$19.8M +$205K +2,640 +1%
HI
114
Harbour Investments
Wisconsin
$19.7M +$1.13M +14,639 +7%
LFS
115
Lutz Financial Services
Nebraska
$19.6M -$38.3K -495 -0.2%
MAM
116
McLean Asset Management
Virginia
$19.6M -$1.25M -16,077 -6%
OIA
117
OneDigital Investment Advisors
Kansas
$19.5M +$49.2K +635 +0.3%
GCM
118
G2 Capital Management
Ohio
$19.3M +$365K +4,712 +2%
MHS
119
M Holdings Securities
Oregon
$19.3M -$10.3M -133,364 -36%
CA
120
Clune & Associates
Illinois
$18.7M -$895K -11,554 -5%
MSWM
121
McGlone Suttner Wealth Management
Wisconsin
$18.6M +$535K +6,903 +3%
NHT
122
New Hampshire Trust
New Hampshire
$18.6M -$660K -8,517 -4%
SWM
123
Sentinel Wealth Management
Virginia
$18.5M +$173K +2,239 +1%
WFA
124
West Financial Advisors
Iowa
$18.5M +$849K +10,964 +5%
TLFA
125
True Link Financial Advisors
California
$18.2M +$155K +2,004 +0.9%

DFAS Hedge Fund Activity: Q2 2026 in Review

907 of the 8,267 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.