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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
BFG
376
Berger Financial Group
Minnesota
$2.11M
MAG
377
Mayfair Advisory Group
Alabama
$2.1M
AWM
378
Ariadne Wealth Management
California
$2.1M
GIA
379
Gladstone Institutional Advisory
Florida
$2.06M
IAN
380
Integrated Advisors Network
Texas
$2.06M
FWCM
381
Ferguson Wellman Capital Management
Oregon
$2.03M
OCA
382
Optimus Capital Advisors
Texas
$2.02M
IA
383
IFP Advisors
Florida
$2M
SFP
384
SwitchPoint Financial Planning
Utah
$1.99M
SWGC
385
Summit Wealth Group (Colorado)
Colorado
$1.98M
EWA
386
Elevate Wealth Advisory
Georgia
$1.97M
QCIG
387
Quad-Cities Investment Group
Iowa
$1.95M
FOA
388
Five Oceans Advisors
California
$1.94M
MFWP
389
Mosaic Family Wealth Partners
Missouri
$1.93M
PNC Financial Services Group
390
PNC Financial Services Group
Pennsylvania
$1.9M
FC
391
FCA Corp
Texas
$1.88M
CTWM
392
Cherry Tree Wealth Management
Minnesota
$1.87M
LI
393
LVZ Inc
Michigan
$1.86M
PIWA
394
Prevail Innovative Wealth Advisors
Kansas
$1.84M
GLLW
395
Graves Light Lenhart Wealth
Virginia
$1.82M
EWP
396
Elevation Wealth Partners
California
$1.82M
MWA
397
Mills Wealth Advisors
Texas
$1.81M
AC
398
AlphaCore Capital
California
$1.81M
PHWA
399
Petersen Hastings Wealth Advisors
Washington
$1.81M
BW
400
BIP Wealth
Georgia
$1.8M