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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
PTP
201
Platform Technology Partners
New York
$9.17M +$876K +11,305 +11%
YWM
202
Yardley Wealth Management
Pennsylvania
$9.06M +$111K +1,436 +1%
CPA
203
Cardiff Park Advisors
California
$9.05M +$365K +4,716 +4%
DFS
204
Demming Financial Services
Ohio
$8.97M -$13.4K -173 -0.2%
RWM
205
Ruedi Wealth Management
Illinois
$8.95M -$54.5K -704 -0.6%
FWM
206
Forza Wealth Management
Florida
$8.75M +$281K +3,622 +4%
AWMM
207
Aegis Wealth Management (Maryland)
Maryland
$8.66M +$97.9K +1,264 +1%
TF
208
TME Financial
California
$8.54M +$3.13M +40,407 +64%
CA
209
Claris Advisors
Missouri
$8.52M -$184K -2,371 -2%
RA
210
RFG Advisory
Alabama
$8.42M -$189K -2,445 -2%
RA
211
Ruggaard & Associates
Ohio
$8.42M -$124K -1,604 -2%
LG
212
LAM Group
Oregon
$8.33M -$10.2K -132 -0.1%
ALWM
213
Andrews Lucia Wealth Management
California
$8.27M +$22.9K +296 +0.3%
STCOSD
214
Sageworth Trust Company of South Dakota
South Dakota
$8.13M +$1.23M +15,880 +19%
JWM
215
JDH Wealth Management
California
$8.09M -$77.3K -998 -1%
CI
216
Cordant Inc
Oregon
$8.03M +$603K +7,779 +9%
PFPG
217
Pinnacle Financial Partners (Georgia)
Georgia
$8M +$264K +3,402 +4%
SF
218
SeedSafe Financial
Texas
$7.95M +$705K +9,097 +10%
NWM
219
Navigoe Wealth Management
California
$7.87M -$49.6K -640 -0.7%
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$7.86M -$70.5K -910 -0.9%
KPWS
221
Kestra Private Wealth Services
Texas
$7.82M +$1.12M +14,455 +18%
PF
222
Parker Financial
Washington
$7.76M +$81.1K +1,047 +1%
JFG
223
JMG Financial Group
Illinois
$7.73M -$3.41K -44 -0%
ZF
224
Zhang Financial
Michigan
$7.63M -$392K -5,064 -5%
RLWM
225
RF&L Wealth Management
Massachusetts
$7.5M +$7.67K +99 +0.1%

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.