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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
AFG
251
Altiora Financial Group
Ohio
$4.84M
SCTC
252
Sanibel Captiva Trust Company
Florida
$4.69M
KWA
253
Kondo Wealth Advisors
California
$4.69M
Bank of New York Mellon
254
Bank of New York Mellon
New York
$4.65M
Envestnet Portfolio Solutions
255
Envestnet Portfolio Solutions
Illinois
$4.64M
SAI
256
Savvy Advisors Inc
New York
$4.64M
HIP
257
HUB Investment Partners
Texas
$4.53M
TF
258
TME Financial
California
$4.5M
DFG
259
DiPaolo Financial Group
Florida
$4.46M
FWM
260
FMB Wealth Management
California
$4.46M
KCWM
261
Kane Co Wealth Management
Iowa
$4.44M
IAG
262
Investmark Advisory Group
Connecticut
$4.42M
SF
263
Strategent Financial
Virginia
$4.36M
TFA
264
TrustWell Financial Advisors
Florida
$4.34M
SEIA
265
Signature Estate & Investment Advisors
California
$4.29M
WP
266
Wealthspan Partners
Iowa
$4.29M
1WA
267
180 Wealth Advisors
Washington
$4.29M
TCM
268
TruNorth Capital Management
Michigan
$4.19M
SA
269
Sanctuary Advisors
Indiana
$4.18M
CL
270
CLG LLC
California
$4.17M
MOS
271
MGO One Seven
Ohio
$4.14M
KIM
272
Kestra Investment Management
Texas
$4.14M
BP
273
BWM Planning
Texas
$4.14M
SHFA
274
SC&H Financial Advisors
Maryland
$4.09M
GJIA
275
Glass Jacobson Investment Advisors
Maryland
$4.08M