We are live on ! Find out more
DFAS icon

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
AIA
301
Armor Investment Advisors
North Carolina
$3.54M -$388K -5,287 -10%
HWMG
302
Harbour Wealth Management Group
South Carolina
$3.52M +$107K +1,454 +3%
EWA
303
EverSource Wealth Advisors
Alabama
$3.52M -$314K -4,275 -8%
Janney Montgomery Scott
304
Janney Montgomery Scott
Pennsylvania
$3.52M +$660K +8,994 +22%
FWTB
305
First Western Trust Bank
Colorado
$3.49M -$215K -2,923 -6%
BCM
306
Blume Capital Management
California
$3.42M
TC
307
TAGStone Capital
North Carolina
$3.38M -$39K -531 -1%
FPN
308
Financial Planning Navigators
Minnesota
$3.37M +$1.04M +14,127 +43%
IWM
309
IHT Wealth Management
Illinois
$3.33M -$122K -1,669 -3%
ASN
310
Advisory Services Network
Georgia
$3.31M +$903K +12,298 +36%
SIS
311
Strategic Investment Solutions
Illinois
$3.28M -$72.6K -989 -2%
FIM
312
Freedom Investment Management
Connecticut
$3.26M -$50.9K -694 -1%
MAC
313
Mason & Associates (California)
California
$3.22M +$204K +2,781 +6%
DW30
314
Drucker Wealth 3.0
New Jersey
$3.21M -$145K -1,974 -4%
LFGO
315
Legacy Financial Group (Oklahoma)
Oklahoma
$3.21M +$106K +1,448 +3%
TCBWMS
316
Texas Capital Bank Wealth Management Services
Texas
$3.2M
MG
317
Mather Group
Illinois
$3.17M +$46.7K +637 +1%
BAM
318
Belleair Asset Management
Florida
$3.16M
EW
319
Enzi Wealth
Texas
$3.15M -$275K -3,751 -8%
KFA
320
Kelleher Financial Advisors
New York
$3.11M -$3.73M -50,774 -51%
LW
321
Lauer Wealth
Indiana
$3.1M +$96.8K +1,319 +3%
SEI Investments
322
SEI Investments
Pennsylvania
$3.09M +$899K +12,247 +39%
MFC
323
Morris Financial Concepts
South Carolina
$3.05M +$178K +2,430 +6%
WANY
324
Wealthspire Advisors (New York)
New York
$3.04M -$80.4K -1,096 -3%
SCA
325
Strathmore Capital Advisors
North Carolina
$3.01M -$48.9K -666 -2%