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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
KWM
226
KMT Wealth Management
California
$6.43M
AFA
227
Alpha Financial Advisors
North Carolina
$6.42M -$203K -2,762 -3%
FNT
228
First National Trust
Pennsylvania
$6.4M -$1.94M -26,414 -23%
CI
229
Cordant Inc
Oregon
$6.38M +$892K +12,161 +16%
CFO
230
Collective Family Office
Pennsylvania
$6.19M -$438K -5,967 -6%
VWA
231
Visionary Wealth Advisors
Illinois
$6.04M -$1.02M -13,917 -14%
SP
232
Sherman Porfolios
Idaho
$6.04M +$632K +8,614 +11%
STCOSD
233
Sageworth Trust Company of South Dakota
South Dakota
$5.89M +$41.8K +570 +0.7%
SA
234
Seneschal Advisors
Washington
$5.74M +$86.1K +1,173 +1%
KPWS
235
Kestra Private Wealth Services
Texas
$5.73M +$4.89M +66,592 +477%
SAS
236
SMI Advisory Services
Indiana
$5.62M +$3M +40,935 +111%
TIM
237
Tortoise Investment Management
New York
$5.61M +$61.3K +835 +1%
BAM
238
Bayshore Asset Management
Florida
$5.44M +$50.6K +690 +0.9%
PWA
239
Physician Wealth Advisors
Utah
$5.41M +$58.8K +801 +1%
FFG
240
First Financial Group
North Carolina
$5.39M +$288K +3,926 +5%
NWM
241
Navigate Wealth Management
Alabama
$5.38M +$5.14M +69,984 New
BWM
242
Birchcreek Wealth Management
Ohio
$5.38M +$57.9K +789 +1%
HHWM
243
Hiley Hunt Wealth Management
Nebraska
$5.32M +$216K +2,950 +4%
FF
244
Frankly Finances
Florida
$5.26M +$17.6K +240 +0.3%
OHWP
245
Oak Harbor Wealth Partners
North Carolina
$5.16M +$368K +5,019 +7%
WDL
246
Well Done LLC
Michigan
$5.15M +$824K +11,222 +18%
QCM
247
Quantinno Capital Management
New York
$5.13M +$20.5K +279 +0.4%
SMM
248
Stadion Money Management
Georgia
$5.1M -$18M -245,471 -77%
AUB
249
Atlantic Union Bankshares
Virginia
$5.07M +$244K +3,330 +5%
NF
250
Napier Financial
Massachusetts
$5.03M +$72.9K +993 +1%