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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
ACM
126
Aspen Capital Management
Idaho
$17.6M -$161K -2,078 -1%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$17.6M -$2.61M -33,658 -11%
FB
128
First Bancorp
Maine
$17M +$2.24M +28,866 +16%
DAS
129
Dynamic Advisor Solutions
Arizona
$16.5M -$391K -5,052 -2%
MHB
130
Midwest Heritage Bank
Iowa
$16.4M +$125K +1,616 +0.8%
CA
131
CGN Advisors
Kansas
$16.3M +$4.97M +64,093 +48%
BA
132
Bridgewater Advisors
New York
$16M +$661K +8,532 +5%
SIG
133
Spinnaker Investment Group
California
$15.8M +$1.69M +21,760 +13%
BWMG
134
Bannerman Wealth Management Group
Texas
$15.8M +$210K +2,708 +1%
AA
135
Aire Advisors
California
$15.7M +$212K +2,736 +1%
PSP
136
Pacific Sage Partners
Washington
$15.7M +$982K +12,677 +7%
WFAG
137
Wescott Financial Advisory Group
Pennsylvania
$15.6M +$372K +4,805 +3%
BH
138
Burk Holdings
Oklahoma
$15.5M +$884K +11,411 +6%
CCA
139
Conservest Capital Advisors
Pennsylvania
$15.3M -$32.1K -414 -0.2%
AQR Capital Management
140
AQR Capital Management
Connecticut
$15.3M +$1.68M +21,717 +13%
BDWCC
141
B&D White Capital Company
Texas
$15.3M -$83.7K -1,081 -0.6%
COI
142
Connable Office Inc
Michigan
$15.2M +$112K +1,444 +0.8%
MFG
143
Mendota Financial Group
Wisconsin
$15.1M +$1.31M +16,889 +10%
AIS
144
American Investment Services
Massachusetts
$15.1M +$341K +4,407 +2%
SWM
145
Sterling Wealth Management
Illinois
$15M -$236K -3,048 -2%
TFA
146
Trinity Financial Advisors
Ohio
$14.9M +$122K +1,570 +0.9%
MML Investors Services
147
MML Investors Services
Massachusetts
$14.9M +$1.24M +15,971 +10%
SWG
148
Summit Wealth Group
Vermont
$14.8M +$486K +6,267 +4%
I
149
INVST
Indiana
$14.6M +$758K +9,782 +6%
MWM
150
Modern Wealth Management
Kansas
$14.5M +$84.7K +1,093 +0.6%

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.