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Dimensional US Small Cap ETF

868 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 66 funds opening new positions, 394 increasing their positions, 257 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
226
First National Trust
Pennsylvania
$6.4M
CI
227
Cordant Inc
Oregon
$6.38M
CFO
228
Collective Family Office
Pennsylvania
$6.19M
VWA
229
Visionary Wealth Advisors
Illinois
$6.04M
SP
230
Sherman Porfolios
Idaho
$6.04M
STCOSD
231
Sageworth Trust Company of South Dakota
South Dakota
$5.89M
SA
232
Seneschal Advisors
Washington
$5.74M
KPWS
233
Kestra Private Wealth Services
Texas
$5.73M
SAS
234
SMI Advisory Services
Indiana
$5.62M
TIM
235
Tortoise Investment Management
New York
$5.61M
BAM
236
Bayshore Asset Management
Florida
$5.44M
PWA
237
Physician Wealth Advisors
Utah
$5.41M
FFG
238
First Financial Group
North Carolina
$5.39M
NWM
239
Navigate Wealth Management
Alabama
$5.38M
BWM
240
Birchcreek Wealth Management
Ohio
$5.38M
HHWM
241
Hiley Hunt Wealth Management
Nebraska
$5.32M
FF
242
Frankly Finances
Florida
$5.26M
OHWP
243
Oak Harbor Wealth Partners
North Carolina
$5.16M
WDL
244
Well Done LLC
Michigan
$5.15M
QCM
245
Quantinno Capital Management
New York
$5.13M
SMM
246
Stadion Money Management
Georgia
$5.1M
AUB
247
Atlantic Union Bankshares
Virginia
$5.07M
NF
248
Napier Financial
Massachusetts
$5.03M
MWP
249
Meridian Wealth Partners
Pennsylvania
$4.98M
PA
250
PFG Advisors
Arizona
$4.95M