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 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 $20.4B AUM

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FWIA

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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Dimension Capital Management's SMMD Position: Q1 2026 in Review

Dimension Capital Management held its iShares Russell 2500 ETF (SMMD) position steady in Q1 2026 at 3,665 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #102.

Dimension Capital Management first reported a position in SMMD in Q4 2024 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Dimension Capital Management held 3,665 shares of iShares Russell 2500 ETF worth $280K as of Q1 2026.
Dimension Capital Management left its iShares Russell 2500 ETF share count unchanged in Q1 2026.
iShares Russell 2500 ETF made up 0.04% of Dimension Capital Management's portfolio in Q1 2026, its #102 holding.
Dimension Capital Management first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 6 quarters since.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.