Dimension Capital Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Dimension Capital Management’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.9M	Buy	140,441 +136,776	+3,732%	+$11.7M	1.51%	15
2026 Q1	$280K	Hold	3,665	–	–	0.04%	102
2025 Q4	$275K	Hold	3,665	–	–	0.04%	98
2025 Q3	$270K	Hold	3,665	–	–	0.04%	98
2025 Q2	$248K	Hold	3,665	–	–	0.04%	102
2025 Q1	$229K	Hold	3,665	–	–	0.04%	95
2024 Q4	$249K	Buy	+3,665	New	+$256K	0.04%	96

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimension Capital Management's SMMD Position: Q2 2026 in Review

Dimension Capital Management increased its iShares Russell 2500 ETF (SMMD) stake by 3,732% in Q2 2026, buying an estimated $11.7M and bringing the position to 140,441 shares worth $12.9M. The position accounts for 1.51% of the portfolio, ranked #15.

Dimension Capital Management first reported a position in SMMD in Q4 2024 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Dimension Capital Management held 140,441 shares of iShares Russell 2500 ETF worth $12.9M as of Q2 2026.
Dimension Capital Management bought 136,776 iShares Russell 2500 ETF shares in Q2 2026, an estimated $11.7M.
iShares Russell 2500 ETF made up 1.51% of Dimension Capital Management's portfolio in Q2 2026, its #15 holding.
Dimension Capital Management first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 7 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Dimension Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.