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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
SAM
151
Smartleaf Asset Management
Massachusetts
$11.7M -$224K -3,048 -2%
AQR Capital Management
152
AQR Capital Management
Connecticut
$11.7M +$5.5M +74,997 +84%
PWMG
153
Pioneer Wealth Management Group
Texas
$11.5M +$835K +11,381 +8%
FNBSF
154
First National Bank Sioux Falls
South Dakota
$10.9M +$736K +10,032 +7%
Morgan Stanley
155
Morgan Stanley
New York
$10.8M -$437K -5,954 -4%
CA
156
Clearstead Advisors
Ohio
$10.8M +$8.42M +114,700 +315%
MCM
157
MAI Capital Management
Ohio
$10.8M +$232K +3,157 +2%
WB
158
Webster Bank
Connecticut
$10.7M +$1.17M +15,878 +12%
W
159
WorthPointe
California
$10.7M -$359K -4,894 -3%
WMP
160
Wealth Management Partners
Arizona
$10.5M +$743K +10,130 +7%
DB
161
Dravo Bay
Delaware
$10.5M +$428K +5,833 +4%
DWM
162
Daner Wealth Management
Georgia
$10.5M -$293K -3,991 -3%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$10.4M +$669K +9,116 +7%
FFM
164
Forum Financial Management
Illinois
$10.4M -$196K -2,677 -2%
EFP
165
Envision Financial Planning
Tennessee
$10.3M +$114K +1,560 +1%
CCM
166
Colorado Capital Management
Colorado
$10.1M -$473K -6,448 -4%
CCFM
167
Clear Creek Financial Management
Washington
$10.1M -$1.35M -18,357 -11%
WTFG
168
Wood Tarver Financial Group
Idaho
$9.99M +$333K +4,544 +3%
AAP
169
Arax Advisory Partners
Colorado
$9.96M -$13.7M -186,387 -57%
V
170
VeraBank
Texas
$9.93M +$601K +8,188 +6%
PFS
171
Professional Financial Solutions
Virginia
$9.86M +$365K +4,977 +4%
GAM
172
Gemmer Asset Management
California
$9.84M +$288K +3,920 +3%
SWM
173
Spire Wealth Management
Virginia
$9.84M +$181K +2,465 +2%
GHA
174
Granite Harbor Advisors
Texas
$9.65M -$321K -4,377 -3%
EA
175
Efficient Advisors
Ohio
$9.5M -$391K -5,334 -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.