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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
KWM
326
Kingsview Wealth Management
Oregon
$2.96M
MGIA
327
Moneta Group Investment Advisors
Missouri
$2.93M
AL
328
ADE LLC
Maryland
$2.93M
NFP
329
Narus Financial Partners
Utah
$2.93M
MA
330
MCF Advisors
Kentucky
$2.91M
SC
331
Schoolcraft Capital
Colorado
$2.89M
CCM
332
Cloud Capital Management
Washington
$2.87M
PAM
333
Pacific Asset Management
Washington
$2.87M
RCI
334
RS Crum Inc
California
$2.84M
GWL
335
Generations Wealth LLC
Ohio
$2.84M
VPF
336
Vantage Point Financial
Illinois
$2.8M
OW
337
Olistico Wealth
Oklahoma
$2.78M
SF
338
Summit Financial
New Jersey
$2.76M
AFO
339
Aurelius Family Office
New Hampshire
$2.75M
OAG
340
Oakmont Advisory Group
New Mexico
$2.73M
GPWA
341
Great Point Wealth Advisors
Massachusetts
$2.68M
CWMA
342
Capstone Wealth Management (Alabama)
Alabama
$2.68M
MWML
343
M Wealth Management LLC
California
$2.61M
FCA
344
FLC Capital Advisors
California
$2.59M
WWA
345
WCG Wealth Advisors
Nevada
$2.58M
BBNB
346
Baker Boyer National Bank
Washington
$2.55M
BTWM
347
Baker Tilly Wealth Management
Wisconsin
$2.54M
CFGA
348
Cambridge Financial Group (Arizona)
Arizona
$2.5M
AAA
349
AG Asset Advisory
California
$2.5M
PAG
350
Powers Advisory Group
Illinois
$2.47M