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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

120% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 260

2% more funds holding

Funds holding: 864878 (+14)

5% more capital invested

Capital invested by funds: $9.98B → $10.4B (+$466M)

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
878
Holders Change
+14
Holders Change %
+1.62%
% of All Funds
10.82%
Holding in Top 10
108
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.7%
% of All Funds
1.33%
New
66
Increased
399
Reduced
260
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
276
BWM Planning
Texas
$4.14M -$1.12M -15,204 -21%
SHFA
277
SC&H Financial Advisors
Maryland
$4.09M +$42.5K +579 +1%
GJIA
278
Glass Jacobson Investment Advisors
Maryland
$4.08M +$337K +4,596 +9%
CIA
279
Concurrent Investment Advisors
Florida
$4.03M -$86.4K -1,177 -2%
CFP
280
Cascade Financial Partners
California
$4.01M -$6.61K -90 -0.2%
HSG
281
Helen Stephens Group
Texas
$3.97M +$725K +9,882 +21%
BA
282
BCM Advisors
Louisiana
$3.96M +$111K +1,507 +3%
CB
283
Commerce Bank
Missouri
$3.96M +$3.2M +43,559 +360%
HI
284
Harper Investing
California
$3.9M -$3.14M -42,727 -44%
LW
285
Linscomb Wealth
Texas
$3.88M +$2.15M +29,353 +116%
AT
286
Adelphi Trust
Florida
$3.88M +$305K +4,158 +8%
DWM
287
DWR Wealth Management
California
$3.87M +$967K +13,176 +31%
GWM
288
GK Wealth Management
Nevada
$3.87M +$4.11M +55,948 New
GA
289
Greenspring Advisors
Maryland
$3.83M -$247K -3,363 -6%
MFG
290
Merit Financial Group
Georgia
$3.78M -$186K -2,537 -5%
NAM
291
NorthCrest Asset Manangement
Minnesota
$3.77M +$3.59M +48,983 +1,393%
PWS
292
Physician Wealth Solutions
Nevada
$3.76M
JCM
293
Jacobi Capital Management
Pennsylvania
$3.72M +$388K +5,281 +11%
DWM
294
DeLarme Wealth Management
California
$3.7M -$119K -1,621 -3%
HIA
295
HTG Investment Advisors
Connecticut
$3.63M +$112K +1,530 +3%
CFO
296
Colony Family Offices
North Carolina
$3.62M +$90.6K +1,235 +2%
BTI
297
Blue Trust Inc
Georgia
$3.62M +$64.5K +879 +2%
TAM
298
TCP Asset Management
Ohio
$3.56M +$13.1K +179 +0.4%
HTWM
299
Hartmann Taylor Wealth Management
Texas
$3.56M +$391K +5,332 +12%
IAG
300
Investment Advisory Group
Massachusetts
$3.56M -$114K -1,555 -3%