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
DWM
326
Dopkins Wealth Management
New York
$2.99M -$162K -2,213 -5%
SFC
327
Sprinkle Financial Consultants
Colorado
$2.98M +$793K +10,802 +35%
EH
328
Equitable Holdings
New York
$2.96M -$895K -12,194 -22%
KWM
329
Kingsview Wealth Management
Oregon
$2.96M -$909K -12,386 -23%
MGIA
330
Moneta Group Investment Advisors
Missouri
$2.93M -$74.2K -1,011 -2%
AL
331
ADE LLC
Maryland
$2.93M +$442K +6,028 +17%
NFP
332
Narus Financial Partners
Utah
$2.93M -$56.8K -774 -2%
MA
333
MCF Advisors
Kentucky
$2.91M -$681K -9,286 -18%
SC
334
Schoolcraft Capital
Colorado
$2.89M +$13.7K +187 +0.5%
CCM
335
Cloud Capital Management
Washington
$2.87M +$95.6K +1,303 +3%
PAM
336
Pacific Asset Management
Washington
$2.87M +$313K +4,263 +12%
RCI
337
RS Crum Inc
California
$2.84M -$20.5K -280 -0.7%
GWL
338
Generations Wealth LLC
Ohio
$2.84M -$309K -4,210 -10%
VPF
339
Vantage Point Financial
Illinois
$2.8M -$108K -1,465 -4%
OW
340
Olistico Wealth
Oklahoma
$2.78M +$903K +12,298 +46%
SF
341
Summit Financial
New Jersey
$2.76M +$2M +27,287 +237%
AFO
342
Aurelius Family Office
New Hampshire
$2.75M -$151K -2,055 -5%
OAG
343
Oakmont Advisory Group
New Mexico
$2.73M +$264K +3,598 +10%
GPWA
344
Great Point Wealth Advisors
Massachusetts
$2.68M -$35.4K -482 -1%
CWMA
345
Capstone Wealth Management (Alabama)
Alabama
$2.68M -$18.7K -255 -0.7%
MWML
346
M Wealth Management LLC
California
$2.61M -$807 -11 -0%
FCA
347
FLC Capital Advisors
California
$2.59M -$101K -1,376 -4%
WWA
348
WCG Wealth Advisors
Nevada
$2.58M +$169K +2,297 +7%
BBNB
349
Baker Boyer National Bank
Washington
$2.55M +$44.6K +608 +2%
BTWM
350
Baker Tilly Wealth Management
Wisconsin
$2.54M -$49K -667 -2%