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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
EFG
426
Embree Financial Group
Illinois
$1.47M -$373K -5,078 -20%
QFA
427
Quantum Financial Advisors
California
$1.47M
WG
428
WMS Group
Louisiana
$1.46M -$164K -2,229 -10%
Natixis Advisors
429
Natixis Advisors
Massachusetts
$1.45M +$420K +5,717 +39%
VWA
430
VSM Wealth Advisory
Maryland
$1.45M -$217K -2,956 -13%
WAP
431
Wealthcare Advisory Partners
Pennsylvania
$1.43M +$522K +7,116 +55%
FIS
432
Fischer Investment Strategies
California
$1.41M -$2.27M -30,939 -61%
PGFC
433
Peapack-Gladstone Financial Corp
New Jersey
$1.41M -$2.58M -35,134 -64%
AF
434
Apollon Financial
South Carolina
$1.4M
RGF
435
Retirement Guys Formula
Ohio
$1.39M -$290K -3,948 -17%
CF
436
Centaurus Financial
California
$1.38M +$30.1K +410 +2%
AWP
437
Axis Wealth Partners
Rhode Island
$1.38M +$78.7K +1,072 +6%
AWM
438
AE Wealth Management
Kansas
$1.38M +$1.21M +16,534 +581%
NGA
439
Naples Global Advisors
Florida
$1.37M +$52.5K +716 +4%
UWM
440
USAdvisors Wealth Management
Minnesota
$1.36M -$12.5K -170 -0.9%
CCA
441
Clarity Capital Advisors
Florida
$1.36M +$2.79K +38 +0.2%
LNWTC
442
Laird Norton Wetherby Trust Company
Washington
$1.35M -$245K -3,342 -15%
VAM
443
Virtue Asset Management
Illinois
$1.33M
FCG
444
Financial Connections Group
California
$1.32M +$21.1K +287 +2%
P
445
&Partners
Tennessee
$1.31M -$273K -3,724 -17%
EP
446
E6 Portfolios
Utah
$1.3M +$30K +409 +2%
IDA
447
Intelligence Driven Advisers
California
$1.28M -$68.1K -928 -5%
WIM
448
Warwick Investment Management
Texas
$1.28M -$12.8K -174 -1%
BFC
449
Bedel Financial Consulting
Indiana
$1.26M +$14.9K +203 +1%
IFWM
450
Institute for Wealth Management
Colorado
$1.25M