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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
JWM
151
JGP Wealth Management
Oregon
$14.5M +$310K +4,002 +2%
AAP
152
Arax Advisory Partners
Colorado
$14.4M +$2.74M +35,413 +25%
PWMG
153
Pioneer Wealth Management Group
Texas
$14.4M +$1.01M +13,056 +8%
MCM
154
MAI Capital Management
Ohio
$14.3M +$1.72M +22,152 +15%
SAM
155
Smartleaf Asset Management
Massachusetts
$13.8M
AWM
156
Axxcess Wealth Management
California
$13.7M +$12.9M +166,905 New
DB
157
Dravo Bay
Delaware
$13.4M +$1.19M +15,334 +10%
AF
158
Allworth Financial
California
$13.3M -$5.34M -68,982 -30%
GHA
159
Granite Harbor Advisors
Texas
$13.1M +$1.83M +23,649 +17%
CA
160
Clearstead Advisors
Ohio
$13.1M +$587K +7,580 +5%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$12.8M +$664K +8,568 +6%
AI
162
Atria Investments
North Carolina
$12.7M +$11.9M +153,751 New
WMP
163
Wealth Management Partners
Arizona
$12.6M +$404K +5,218 +4%
Morgan Stanley
164
Morgan Stanley
New York
$12.6M +$20.3K +262 +0.2%
V
165
VeraBank
Texas
$12.6M +$1.02M +13,115 +9%
OCM
166
One Capital Management
California
$12.3M
WTFG
167
Wood Tarver Financial Group
Idaho
$12.3M +$669K +8,640 +6%
WB
168
Webster Bank
Connecticut
$12.2M -$256K -3,309 -2%
W
169
WorthPointe
California
$12.1M -$218K -2,815 -2%
EFP
170
Envision Financial Planning
Tennessee
$11.8M -$114K -1,469 -1%
GAM
171
Gemmer Asset Management
California
$11.8M +$358K +4,626 +3%
SWM
172
Spire Wealth Management
Virginia
$11.7M +$254K +3,282 +2%
FFM
173
Forum Financial Management
Illinois
$11.6M -$343K -4,430 -3%
PFS
174
Professional Financial Solutions
Virginia
$11.6M +$193K +2,490 +2%
DWM
175
Daner Wealth Management
Georgia
$11.4M -$76K -981 -0.7%

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.