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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
AIA
301
Armor Investment Advisors
North Carolina
$3.54M
HWMG
302
Harbour Wealth Management Group
South Carolina
$3.52M
EWA
303
EverSource Wealth Advisors
Alabama
$3.52M
Janney Montgomery Scott
304
Janney Montgomery Scott
Pennsylvania
$3.52M
FWTB
305
First Western Trust Bank
Colorado
$3.49M
BCM
306
Blume Capital Management
California
$3.42M
TC
307
TAGStone Capital
North Carolina
$3.38M
FPN
308
Financial Planning Navigators
Minnesota
$3.37M
IWM
309
IHT Wealth Management
Illinois
$3.33M
ASN
310
Advisory Services Network
Georgia
$3.31M
SIS
311
Strategic Investment Solutions
Illinois
$3.28M
FIM
312
Freedom Investment Management
Connecticut
$3.26M
MAC
313
Mason & Associates (California)
California
$3.22M
DW30
314
Drucker Wealth 3.0
New Jersey
$3.21M
LFGO
315
Legacy Financial Group (Oklahoma)
Oklahoma
$3.21M
TCBWMS
316
Texas Capital Bank Wealth Management Services
Texas
$3.2M
MG
317
Mather Group
Illinois
$3.17M
BAM
318
Belleair Asset Management
Florida
$3.16M
EW
319
Enzi Wealth
Texas
$3.15M
KFA
320
Kelleher Financial Advisors
New York
$3.11M
LW
321
Lauer Wealth
Indiana
$3.1M
SEI Investments
322
SEI Investments
Pennsylvania
$3.09M
MFC
323
Morris Financial Concepts
South Carolina
$3.05M
WANY
324
Wealthspire Advisors (New York)
New York
$3.04M
SCA
325
Strathmore Capital Advisors
North Carolina
$3.01M