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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
PB
451
Pinnacle Bancorp
Nebraska
$1.25M -$660 -9 -0.1%
SPWM
452
Smith Partners Wealth Management
North Carolina
$1.25M +$357K +4,861 +38%
FTUS
453
Flow Traders U.S.
New York
$1.24M +$1.27M +17,367 New
PFS
454
Prospera Financial Services
Texas
$1.23M -$7.85K -107 -0.6%
CAM
455
Clark Asset Management
New Hampshire
$1.21M +$367 +5 +0%
WTA
456
Washington Trust Advisors
Massachusetts
$1.2M -$5.28K -72 -0.4%
NW
457
NewEdge Wealth
Pennsylvania
$1.2M +$747K +10,183 +152%
Fidelity Investments
458
Fidelity Investments
Massachusetts
$1.19M +$267K +3,636 +28%
XPN
459
XY Planning Network
Montana
$1.19M +$7.41K +101 +0.6%
VA
460
Valmark Advisers
Ohio
$1.18M -$84.6K -1,153 -6%
ES
461
Eagle Strategies
New York
$1.17M -$62.2K -848 -5%
WAN
462
Wealth Advisors Northwest
Oregon
$1.17M -$5.28K -72 -0.4%
LSA
463
L & S Advisors
California
$1.16M +$21.1K +288 +2%
FI
464
Financial Insights
Washington
$1.14M -$3.16K -43 -0.3%
CPA
465
Cathy Pareto & Associates
Florida
$1.14M -$46.5K -633 -4%
SIMC
466
Squire Investment Management Company
Utah
$1.13M -$511K -6,958 -30%
SB
467
Semitam Bonam
New York
$1.12M +$45.1K +615 +4%
CI
468
CX Institutional
Indiana
$1.1M -$6.46K -88 -0.6%
USCWA
469
U.S. Capital Wealth Advisors
Texas
$1.09M +$119K +1,615 +12%
DFP
470
Donalies Financial Planning
District of Columbia
$1.09M -$235K -3,200 -17%
OCG
471
Opus Capital Group
Ohio
$1.09M
SWM
472
SpringVest Wealth Management
Texas
$1.08M -$20.9K -285 -2%
ATI
473
ARK & TLK Investments
Oklahoma
$1.07M -$22.2K -303 -2%
JAWA
474
John A. Wolfe & Associates
Michigan
$1.07M +$29.6K +404 +3%
VFP
475
Verus Financial Partners
Virginia
$1.07M +$2.42K +33 +0.2%