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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
CFGA
351
Cambridge Financial Group (Arizona)
Arizona
$2.5M
AAA
352
AG Asset Advisory
California
$2.5M
PAG
353
Powers Advisory Group
Illinois
$2.47M
DADC
354
D.A. Davidson & Co
Montana
$2.46M
WKWM
355
Walter & Keenan Wealth Management
Indiana
$2.45M
CWP
356
Concord Wealth Partners
Virginia
$2.43M
UCFA
357
United Capital Financial Advisors
Texas
$2.4M
SCFS
358
Stewardship Concepts Financial Services
Washington
$2.39M
QWM
359
Quadcap Wealth Management
Texas
$2.38M
JWM
360
Johnson Wealth Management
North Dakota
$2.37M
GB
361
Goepper Burkhardt
South Carolina
$2.35M
PFA
362
Pettinga Financial Advisors
Indiana
$2.33M
GCM
363
Gibraltar Capital Management
Oklahoma
$2.33M
SPI
364
Sutton Place Investors
New York
$2.31M
JRPCML
365
J. R. Prunier Capital Management LLC
Massachusetts
$2.28M
FFP
366
FourThought Financial Partners
Florida
$2.28M
RCAG
367
Rehmann Capital Advisory Group
Michigan
$2.25M
MMPW
368
Mitchell McLeod Pugh & Williams
Alabama
$2.21M
TWA
369
Trace Wealth Advisors
California
$2.2M
FA
370
Fortis Advisors
Pennsylvania
$2.19M
EWA
371
Exencial Wealth Advisors
Oklahoma
$2.19M
TCM
372
Triumph Capital Management
Colorado
$2.17M
WMG
373
WESCAP Management Group
California
$2.16M
CWS
374
Cypress Wealth Services
California
$2.14M
JWCA
375
J.W. Cole Advisors
Florida
$2.13M