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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
CIA
276
Concurrent Investment Advisors
Florida
$4.03M
CFP
277
Cascade Financial Partners
California
$4.01M
HSG
278
Helen Stephens Group
Texas
$3.97M
BA
279
BCM Advisors
Louisiana
$3.96M
CB
280
Commerce Bank
Missouri
$3.96M
HI
281
Harper Investing
California
$3.9M
LW
282
Linscomb Wealth
Texas
$3.88M
AT
283
Adelphi Trust
Florida
$3.88M
DWM
284
DWR Wealth Management
California
$3.87M
GWM
285
GK Wealth Management
Nevada
$3.87M
GA
286
Greenspring Advisors
Maryland
$3.83M
MFG
287
Merit Financial Group
Georgia
$3.78M
NAM
288
NorthCrest Asset Manangement
Minnesota
$3.77M
PWS
289
Physician Wealth Solutions
Nevada
$3.76M
JCM
290
Jacobi Capital Management
Pennsylvania
$3.72M
DWM
291
DeLarme Wealth Management
California
$3.7M
HIA
292
HTG Investment Advisors
Connecticut
$3.63M
CFO
293
Colony Family Offices
North Carolina
$3.62M
BTI
294
Blue Trust Inc
Georgia
$3.62M
TAM
295
TCP Asset Management
Ohio
$3.56M
HTWM
296
Hartmann Taylor Wealth Management
Texas
$3.56M
IAG
297
Investment Advisory Group
Massachusetts
$3.56M
AIA
298
Armor Investment Advisors
North Carolina
$3.54M
HWMG
299
Harbour Wealth Management Group
South Carolina
$3.52M
EWA
300
EverSource Wealth Advisors
Alabama
$3.52M