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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 65 funds opening new positions, 400 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 30

54% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 260

2% more funds holding

Funds holding: 865878 (+13)

5% more capital invested

Capital invested by funds: $9.98B → $10.4B (+$465M)

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
+13
Holders Change %
+1.5%
% 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
65
Increased
400
Reduced
260
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
26
Moisand Fitzgerald Tamayo
Florida
$69M +$281K +3,827 +0.4%
ST
27
Sageworth Trust
Pennsylvania
$68.8M -$39.6K -539 -0.1%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$66.7M +$7.37M +100,473 +12%
LPL Financial
29
LPL Financial
California
$63.6M +$417K +5,688 +0.6%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$60.8M +$20.3M +277,089 +48%
Brown Advisory
31
Brown Advisory
Maryland
$56.2M +$5.22M +71,129 +10%
DC
32
Davenport & Co
Virginia
$53.7M +$8.99M +122,479 +19%
WMN
33
Wealth Management Nebraska
Nebraska
$53.4M +$3.38M +46,081 +7%
BFG
34
Bleakley Financial Group
New Jersey
$53.4M +$9.66M +131,623 +21%
CPIG
35
Chicago Partners Investment Group
Illinois
$52.5M +$1.02M +13,845 +2%
DPW
36
DiNuzzo Private Wealth
Pennsylvania
$52.3M +$11.3K +154 +0%
MPWT
37
MassMutual Private Wealth & Trust
Connecticut
$52.3M -$1.84M -25,050 -3%
SCM
38
Stordahl Capital Management
Colorado
$50.6M -$698K -9,510 -1%
EWA
39
EP Wealth Advisors
California
$48.2M +$27M +367,895 +119%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$47.9M +$1.38M +18,770 +3%
Mariner
41
Mariner
Kansas
$46M -$2.22M -30,221 -4%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$45.5M +$2.89M +39,367 +7%
TAWM
43
Three Arch Wealth Management
California
$44.8M -$795K -10,826 -2%
Corient Private Wealth
44
Corient Private Wealth
Florida
$42.3M -$44.8M -610,362 -51%
Truist Financial
45
Truist Financial
North Carolina
$42.1M +$8.89M +121,090 +26%
Cerity Partners
46
Cerity Partners
New York
$40.5M +$1.57M +21,363 +4%
DFS
47
Dixon Fnancial Services
California
$39.7M -$302K -4,113 -0.7%
EFP
48
Elser Financial Planning
Indiana
$39.4M +$39.4M +536,201 +2,754%
SWA
49
Sax Wealth Advisors
New Jersey
$38.2M -$57K -776 -0.1%
BHWM
50
Beaird Harris Wealth Management
Texas
$37.7M -$1.88M -25,588 -5%