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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
BFG
376
Berger Financial Group
Minnesota
$2.11M -$35.9K -489 -2%
MAG
377
Mayfair Advisory Group
Alabama
$2.1M +$52K +708 +2%
AWM
378
Ariadne Wealth Management
California
$2.1M +$39K +532 +2%
GIA
379
Gladstone Institutional Advisory
Florida
$2.06M +$91.9K +1,252 +5%
IAN
380
Integrated Advisors Network
Texas
$2.06M +$5.94K +81 +0.3%
FWCM
381
Ferguson Wellman Capital Management
Oregon
$2.03M +$2.1M +28,607 New
OCA
382
Optimus Capital Advisors
Texas
$2.02M -$59.7K -813 -3%
IA
383
IFP Advisors
Florida
$2M +$444K +6,055 +27%
SFP
384
SwitchPoint Financial Planning
Utah
$1.99M
SWGC
385
Summit Wealth Group (Colorado)
Colorado
$1.98M -$47.7K -650 -2%
EWA
386
Elevate Wealth Advisory
Georgia
$1.97M +$23K +313 +1%
QCIG
387
Quad-Cities Investment Group
Iowa
$1.95M +$234K +3,184 +13%
FOA
388
Five Oceans Advisors
California
$1.94M -$30.6K -417 -2%
MFWP
389
Mosaic Family Wealth Partners
Missouri
$1.93M +$286K +3,899 +17%
PNC Financial Services Group
390
PNC Financial Services Group
Pennsylvania
$1.9M +$212K +2,887 +12%
FC
391
FCA Corp
Texas
$1.88M +$65.5K +893 +4%
CTWM
392
Cherry Tree Wealth Management
Minnesota
$1.87M +$6.02K +82 +0.3%
LI
393
LVZ Inc
Michigan
$1.86M +$150K +2,047 +9%
PIWA
394
Prevail Innovative Wealth Advisors
Kansas
$1.84M -$396K -5,395 -17%
GLLW
395
Graves Light Lenhart Wealth
Virginia
$1.82M -$8.22K -112 -0.4%
EWP
396
Elevation Wealth Partners
California
$1.82M -$89.6K -1,221 -5%
MWA
397
Mills Wealth Advisors
Texas
$1.81M +$30.8K +420 +2%
AC
398
AlphaCore Capital
California
$1.81M +$19.9K +271 +1%
PHWA
399
Petersen Hastings Wealth Advisors
Washington
$1.81M -$43.4K -591 -2%
BW
400
BIP Wealth
Georgia
$1.8M +$752K +10,244 +68%