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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
DADC
351
D.A. Davidson & Co
Montana
$2.46M
WKWM
352
Walter & Keenan Wealth Management
Indiana
$2.45M
CWP
353
Concord Wealth Partners
Virginia
$2.43M
UCFA
354
United Capital Financial Advisors
Texas
$2.4M
SCFS
355
Stewardship Concepts Financial Services
Washington
$2.39M
QWM
356
Quadcap Wealth Management
Texas
$2.38M
JWM
357
Johnson Wealth Management
North Dakota
$2.37M
GB
358
Goepper Burkhardt
South Carolina
$2.35M
PFA
359
Pettinga Financial Advisors
Indiana
$2.33M
GCM
360
Gibraltar Capital Management
Oklahoma
$2.33M
SPI
361
Sutton Place Investors
New York
$2.31M
FFP
362
FourThought Financial Partners
Florida
$2.28M
RCAG
363
Rehmann Capital Advisory Group
Michigan
$2.25M
MMPW
364
Mitchell McLeod Pugh & Williams
Alabama
$2.21M
TWA
365
Trace Wealth Advisors
California
$2.2M
FA
366
Fortis Advisors
Pennsylvania
$2.19M
EWA
367
Exencial Wealth Advisors
Oklahoma
$2.19M
TCM
368
Triumph Capital Management
Colorado
$2.17M
WMG
369
WESCAP Management Group
California
$2.16M
CWS
370
Cypress Wealth Services
California
$2.14M
JWCA
371
J.W. Cole Advisors
Florida
$2.13M
BFG
372
Berger Financial Group
Minnesota
$2.11M
MAG
373
Mayfair Advisory Group
Alabama
$2.1M
AWM
374
Ariadne Wealth Management
California
$2.1M
GIA
375
Gladstone Institutional Advisory
Florida
$2.06M