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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
CCM
176
Colorado Capital Management
Colorado
$11.4M -$311K -4,014 -3%
CAL
177
Capital Analysts LLC
Pennsylvania
$11.4M +$1.19M +15,371 +12%
GAM
178
GEM Asset Management
Michigan
$11.2M +$293K +3,779 +3%
DWS
179
Discipline Wealth Solutions
South Carolina
$11.1M +$1.64M +21,129 +19%
KFA
180
Kelleher Financial Advisors
New York
$11.1M +$6.64M +85,708 +176%
FNBSF
181
First National Bank Sioux Falls
South Dakota
$10.9M
BCA
182
Ballentine Capital Advisors
South Carolina
$10.9M +$166K +2,144 +2%
1WM
183
1900 Wealth Management
Texas
$10.8M -$76.5K -987 -0.7%
CW
184
Curio Wealth
Maryland
$10.7M +$484K +6,250 +5%
WW
185
Waterfront Wealth
Kansas
$10.5M -$43.3K -559 -0.4%
HR
186
Hardy Reed
Mississippi
$10.4M +$273K +3,522 +3%
CWM
187
CarsonAllaria Wealth Management
Illinois
$10.3M +$76.9K +993 +0.8%
TWP
188
TFO Wealth Partners
Ohio
$10.1M -$163K -2,100 -2%
CPA
189
Capital Performance Advisors
California
$10.1M -$748K -9,654 -7%
SSC
190
Syverson Strege & Co
Iowa
$10M -$4.57M -59,053 -33%
VPWA
191
Vestia Personal Wealth Advisors
Indiana
$9.94M +$323K +4,174 +4%
KAM
192
KEB Asset Management
Illinois
$9.89M +$154K +1,994 +2%
KAS
193
Kestra Advisory Services
Texas
$9.88M -$600K -7,747 -6%
CPCP
194
Cedar Point Capital Partners
Iowa
$9.88M +$248K +3,201 +3%
VWM
195
Vermillion Wealth Management
Minnesota
$9.82M -$185K -2,389 -2%
MA
196
MBA Advisors
Pennsylvania
$9.78M +$1.36M +17,605 +17%
CWA
197
Cascade Wealth Advisors
Washington
$9.5M +$602K +7,770 +7%
PFG
198
Pinnacle Financial Group
Illinois
$9.43M +$123K +1,590 +1%
AL
199
Aspiriant LLC
California
$9.33M -$127K -1,639 -1%
KAS
200
KPP Advisory Services
Kentucky
$9.22M -$46.4K -599 -0.5%

DFAS Hedge Fund Activity: Q2 2026 in Review

907 of the 8,271 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.