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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
JWA
401
JFS Wealth Advisors
Pennsylvania
$1.8M -$43K -586 -2%
RCA
402
Resonant Capital Advisors
Wisconsin
$1.78M -$892K -12,151 -33%
SWP
403
Stratos Wealth Partners
Ohio
$1.78M +$38.5K +524 +2%
IWC
404
Integrated Wealth Concepts
Massachusetts
$1.77M +$133K +1,818 +8%
CIAS
405
CFS Investment Advisory Services
New Jersey
$1.76M +$1.08M +14,763 +183%
Ameriprise
406
Ameriprise
Minnesota
$1.75M +$575K +7,834 +47%
SCP
407
Stevens Capital Partners
Nebraska
$1.75M +$457K +6,233 +34%
OC
408
Oarsman Capital
Wisconsin
$1.74M -$94.8K -1,292 -5%
SCM
409
Sollinda Capital Management
Florida
$1.72M +$228K +3,109 +15%
WP
410
Westmount Partners
California
$1.68M -$21.3K -290 -1%
RWM
411
Rockwood Wealth Management
Pennsylvania
$1.68M +$93K +1,267 +6%
SC
412
Shearwater Capital
Colorado
$1.67M
DWM
413
Diversify Wealth Management
Utah
$1.66M +$1.6M +21,814 New
MNBTD
414
Moody National Bank Trust Division
Texas
$1.65M +$24.7K +337 +1%
AWS
415
Alliance Wealth Strategies
Virginia
$1.61M +$807 +11 +0%
TCIIS
416
TIAA-CREF Individual & Institutional Services
New York
$1.61M +$1.66M +22,575 New
LFA
417
Lauterbach Financial Advisors
Texas
$1.57M -$3.08K -42 -0.2%
ADL
418
Asset Dedication LLC
California
$1.56M +$379K +5,164 +31%
CRC
419
Curi RMB Capital
Illinois
$1.51M +$6.83K +93 +0.4%
GVAG
420
Great Valley Advisor Group
Delaware
$1.51M +$33.2K +453 +2%
VWM
421
Verus Wealth Management
Wisconsin
$1.5M +$14.3K +195 +0.9%
TIAAOA
422
Teachers Insurance & Annuity Association of America
New York
$1.5M
JSL
423
JT Stratford LLC
Georgia
$1.5M +$127K +1,734 +9%
AC
424
AWM Capital
Arizona
$1.5M -$8.88K -121 -0.6%
SIC
425
Samalin Investment Counsel
New York
$1.49M +$115K +1,569 +8%