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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
Janney Montgomery Scott
301
Janney Montgomery Scott
Pennsylvania
$3.52M
FWTB
302
First Western Trust Bank
Colorado
$3.49M
BCM
303
Blume Capital Management
California
$3.42M
TC
304
TAGStone Capital
North Carolina
$3.38M
FPN
305
Financial Planning Navigators
Minnesota
$3.37M
IWM
306
IHT Wealth Management
Illinois
$3.33M
ASN
307
Advisory Services Network
Georgia
$3.31M
SIS
308
Strategic Investment Solutions
Illinois
$3.28M
FIM
309
Freedom Investment Management
Connecticut
$3.26M
MAC
310
Mason & Associates (California)
California
$3.22M
DW30
311
Drucker Wealth 3.0
New Jersey
$3.21M
LFGO
312
Legacy Financial Group (Oklahoma)
Oklahoma
$3.21M
TCBWMS
313
Texas Capital Bank Wealth Management Services
Texas
$3.2M
MG
314
Mather Group
Illinois
$3.17M
BAM
315
Belleair Asset Management
Florida
$3.16M
EW
316
Enzi Wealth
Texas
$3.15M
KFA
317
Kelleher Financial Advisors
New York
$3.11M
LW
318
Lauer Wealth
Indiana
$3.1M
SEI Investments
319
SEI Investments
Pennsylvania
$3.09M
MFC
320
Morris Financial Concepts
South Carolina
$3.05M
WANY
321
Wealthspire Advisors (New York)
New York
$3.04M
SCA
322
Strathmore Capital Advisors
North Carolina
$3.01M
DWM
323
Dopkins Wealth Management
New York
$2.99M
SFC
324
Sprinkle Financial Consultants
Colorado
$2.98M
EH
325
Equitable Holdings
New York
$2.96M