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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
MWP
251
Meridian Wealth Partners
Pennsylvania
$4.98M +$315K +4,287 +7%
PA
252
PFG Advisors
Arizona
$4.95M +$293K +3,991 +6%
AFG
253
Altiora Financial Group
Ohio
$4.84M -$5.5K -75 -0.1%
DFC
254
DBK Financial Counsel
Ohio
$4.78M +$192K +2,616 +4%
SCTC
255
Sanibel Captiva Trust Company
Florida
$4.69M +$896K +12,207 +23%
KWA
256
Kondo Wealth Advisors
California
$4.69M -$11.2K -152 -0.2%
Bank of New York Mellon
257
Bank of New York Mellon
New York
$4.65M +$391K +5,333 +9%
Envestnet Portfolio Solutions
258
Envestnet Portfolio Solutions
Illinois
$4.64M -$194K -2,647 -4%
SAI
259
Savvy Advisors Inc
New York
$4.64M +$833K +11,349 +21%
HIP
260
HUB Investment Partners
Texas
$4.53M +$1.85M +25,225 +66%
TF
261
TME Financial
California
$4.5M +$36.9K +503 +0.8%
DFG
262
DiPaolo Financial Group
Florida
$4.46M +$708K +9,651 +18%
FWM
263
FMB Wealth Management
California
$4.46M -$164K -2,234 -3%
KCWM
264
Kane Co Wealth Management
Iowa
$4.44M +$39.2K +534 +0.9%
IAG
265
Investmark Advisory Group
Connecticut
$4.42M -$155K -2,111 -3%
SF
266
Strategent Financial
Virginia
$4.36M +$323K +4,402 +8%
TFA
267
TrustWell Financial Advisors
Florida
$4.34M +$211K +2,881 +5%
SEIA
268
Signature Estate & Investment Advisors
California
$4.29M +$297K +4,043 +7%
WP
269
Wealthspan Partners
Iowa
$4.29M -$24.1K -329 -0.5%
1WA
270
180 Wealth Advisors
Washington
$4.29M +$208K +2,832 +5%
TCM
271
TruNorth Capital Management
Michigan
$4.19M +$80.7K +1,100 +2%
SA
272
Sanctuary Advisors
Indiana
$4.18M -$745K -10,149 -15%
CL
273
CLG LLC
California
$4.17M +$174K +2,375 +4%
MOS
274
MGO One Seven
Ohio
$4.14M -$9.39K -128 -0.2%
KIM
275
Kestra Investment Management
Texas
$4.14M -$328K -4,472 -7%