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Dimensional US Small Cap ETF

878 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, 399 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
MWP
251
Meridian Wealth Partners
Pennsylvania
$4.98M
PA
252
PFG Advisors
Arizona
$4.95M
AFG
253
Altiora Financial Group
Ohio
$4.84M
DFC
254
DBK Financial Counsel
Ohio
$4.78M
SCTC
255
Sanibel Captiva Trust Company
Florida
$4.69M
KWA
256
Kondo Wealth Advisors
California
$4.69M
Bank of New York Mellon
257
Bank of New York Mellon
New York
$4.65M
Envestnet Portfolio Solutions
258
Envestnet Portfolio Solutions
Illinois
$4.64M
SAI
259
Savvy Advisors Inc
New York
$4.64M
HIP
260
HUB Investment Partners
Texas
$4.53M
TF
261
TME Financial
California
$4.5M
DFG
262
DiPaolo Financial Group
Florida
$4.46M
FWM
263
FMB Wealth Management
California
$4.46M
KCWM
264
Kane Co Wealth Management
Iowa
$4.44M
IAG
265
Investmark Advisory Group
Connecticut
$4.42M
SF
266
Strategent Financial
Virginia
$4.36M
TFA
267
TrustWell Financial Advisors
Florida
$4.34M
SEIA
268
Signature Estate & Investment Advisors
California
$4.29M
WP
269
Wealthspan Partners
Iowa
$4.29M
1WA
270
180 Wealth Advisors
Washington
$4.29M
TCM
271
TruNorth Capital Management
Michigan
$4.19M
SA
272
Sanctuary Advisors
Indiana
$4.18M
CL
273
CLG LLC
California
$4.17M
MOS
274
MGO One Seven
Ohio
$4.14M
KIM
275
Kestra Investment Management
Texas
$4.14M