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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

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
CFGA
351
Cambridge Financial Group (Arizona)
Arizona
$2.5M -$1.07M -14,533 -29%
AAA
352
AG Asset Advisory
California
$2.5M +$262K +3,576 +11%
PAG
353
Powers Advisory Group
Illinois
$2.47M +$319K +4,344 +14%
DADC
354
D.A. Davidson & Co
Montana
$2.46M -$57.2K -780 -2%
WKWM
355
Walter & Keenan Wealth Management
Indiana
$2.45M +$69.1K +941 +3%
CWP
356
Concord Wealth Partners
Virginia
$2.43M +$196K +2,674 +8%
UCFA
357
United Capital Financial Advisors
Texas
$2.4M -$10.2K -139 -0.4%
SCFS
358
Stewardship Concepts Financial Services
Washington
$2.39M -$83.3K -1,135 -3%
QWM
359
Quadcap Wealth Management
Texas
$2.38M -$14.6K -199 -0.6%
JWM
360
Johnson Wealth Management
North Dakota
$2.37M -$47.9K -653 -2%
GB
361
Goepper Burkhardt
South Carolina
$2.35M +$945K +12,877 +64%
PFA
362
Pettinga Financial Advisors
Indiana
$2.33M -$713K -9,716 -23%
GCM
363
Gibraltar Capital Management
Oklahoma
$2.33M +$2.4M +32,765 New
SPI
364
Sutton Place Investors
New York
$2.31M -$14.8K -201 -0.6%
JRPCML
365
J. R. Prunier Capital Management LLC
Massachusetts
$2.28M +$217K +2,956 +10%
FFP
366
FourThought Financial Partners
Florida
$2.28M +$1.63M +22,218 +227%
RCAG
367
Rehmann Capital Advisory Group
Michigan
$2.25M -$145K -1,971 -6%
MMPW
368
Mitchell McLeod Pugh & Williams
Alabama
$2.21M +$1.88M +25,625 +474%
TWA
369
Trace Wealth Advisors
California
$2.2M +$147 +2 +0%
FA
370
Fortis Advisors
Pennsylvania
$2.19M +$2.26M +30,829 New
EWA
371
Exencial Wealth Advisors
Oklahoma
$2.19M +$314K +4,282 +16%
TCM
372
Triumph Capital Management
Colorado
$2.17M +$333K +4,535 +17%
WMG
373
WESCAP Management Group
California
$2.16M +$260K +3,539 +13%
CWS
374
Cypress Wealth Services
California
$2.14M -$272K -3,701 -11%
JWCA
375
J.W. Cole Advisors
Florida
$2.13M -$8K -109 -0.4%