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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
DAS
126
Dynamic Advisor Solutions
Arizona
$14.6M +$190K +2,590 +1%
BlackRock
127
BlackRock
New York
$14.5M +$8.58M +116,946 +134%
BA
128
Bridgewater Advisors
New York
$14.2M +$657K +8,946 +5%
MHB
129
Midwest Heritage Bank
Iowa
$14.1M +$683K +9,312 +5%
BWMG
130
Bannerman Wealth Management Group
Texas
$13.5M +$1.19M +16,156 +9%
AA
131
Aire Advisors
California
$13.4M +$265K +3,605 +2%
CCA
132
Conservest Capital Advisors
Pennsylvania
$13.3M +$1.92M +26,104 +16%
BDWCC
133
B&D White Capital Company
Texas
$13.3M +$2.2M +29,927 +19%
SWM
134
Sterling Wealth Management
Illinois
$13.2M +$199K +2,711 +1%
WFAG
135
Wescott Financial Advisory Group
Pennsylvania
$13.2M -$97.1K -1,323 -0.7%
COI
136
Connable Office Inc
Michigan
$13M +$13.4M +183,113 New
SSC
137
Syverson Strege & Co
Iowa
$12.9M +$357K +4,860 +3%
TFA
138
Trinity Financial Advisors
Ohio
$12.8M +$423K +5,760 +3%
AIS
139
American Investment Services
Massachusetts
$12.8M -$198K -2,696 -1%
PSP
140
Pacific Sage Partners
Washington
$12.6M +$232K +3,155 +2%
BH
141
Burk Holdings
Oklahoma
$12.6M +$691K +9,409 +6%
FB
142
First Bancorp
Maine
$12.6M +$13M +177,129 New
MWM
143
Modern Wealth Management
Kansas
$12.5M +$7.12K +97 +0.1%
SWG
144
Summit Wealth Group
Vermont
$12.4M +$406K +5,532 +3%
OCM
145
One Capital Management
California
$12.3M +$1M +13,690 +9%
JWM
146
JGP Wealth Management
Oregon
$12.2M +$1.13M +15,428 +10%
SIG
147
Spinnaker Investment Group
California
$12.1M -$953K -12,985 -7%
I
148
INVST
Indiana
$11.9M -$375K -5,114 -3%
MFG
149
Mendota Financial Group
Wisconsin
$11.9M +$70.8K +965 +0.6%
MML Investors Services
150
MML Investors Services
Massachusetts
$11.7M +$1.1M +14,979 +10%

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.