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Dimensional US Small Cap ETF

879 hedge funds and large institutions have $10.4B invested in Dimensional US Small Cap ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 400 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 30

54% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 260

2% more funds holding

Funds holding: 865879 (+14)

5% more capital invested

Capital invested by funds: $9.98B → $10.4B (+$465M)

0.16% more ownership

Funds ownership: 81.82%81.98% (+0.16%)

3% less funds holding in top 10

Funds holding in top 10: 111108 (-3)

Holders
879
Holders Change
+14
Holders Change %
+1.62%
% of All Funds
10.83%
Holding in Top 10
108
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.7%
% of All Funds
1.33%
New
65
Increased
400
Reduced
260
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.87B +$102M +1,395,277 +6%
Northern Trust
2
Northern Trust
Illinois
$654M +$80M +1,090,765 +13%
Bank of America
3
Bank of America
North Carolina
$471M -$953K -12,986 -0.2%
IFA
4
Index Fund Advisors
California
$420M +$4.14M +56,393 +1%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$250M -$5.11M -69,649 -2%
PFA
6
Pure Financial Advisors
California
$227M +$6.86M +93,535 +3%
TWA
7
TCI Wealth Advisors
Arizona
$185M +$2.88M +39,237 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$123M +$12.5M +170,333 +11%
RFP
9
Root Financial Partners
California
$113M +$17M +231,179 +17%
MT
10
Midwest Trust
Kansas
$97.9M -$612K -8,339 -0.6%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$96.6M +$17.6M +239,764 +21%
PL
12
Plancorp LLC
Missouri
$94.2M -$2.66M -36,233 -3%
VT
13
Vise Technologies
New York
$87.6M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$87.1M +$4.21M +57,340 +5%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$86.2M +$14M +191,382 +19%
EAM
16
Evanson Asset Management
California
$86.1M +$3.58M +48,734 +4%
PFG
17
Premier Financial Group
California
$85.3M -$31.3K -426 -0%
WTB
18
Washington Trust Bank
Washington
$81.2M -$1.01M -13,747 -1%
GWWM
19
Great Waters Wealth Management
Minnesota
$78M +$3.45M +46,988 +4%
SC
20
Savant Capital
Illinois
$77.7M -$7.07M -96,325 -8%
FCAS
21
First Command Advisory Services
Texas
$77.7M -$2.78M -37,906 -3%
CWS
22
Confluence Wealth Services
Pennsylvania
$74.2M +$2.71M +36,903 +4%
Raymond James Financial
23
Raymond James Financial
Florida
$73.1M +$8.42M +114,782 +13%
UBS Group
24
UBS Group
Switzerland
$72.1M +$6.96M +94,852 +10%
HighTower Advisors
25
HighTower Advisors
Illinois
$70.9M -$216K -2,949 -0.3%