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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
IF
476
Ironwood Financial
Arizona
$1.07M
MW
477
Marrick Wealth
California
$1.04M -$12.4K -169 -1%
SWP
478
SIMA Wealth Partners
Virginia
$1.03M +$37.5K +511 +4%
EFG
479
Everest Financial Group
Minnesota
$1.02M +$1.06M +14,381 New
Betterment LLC
480
Betterment LLC
New York
$1.01M +$165K +2,255 +19%
IA
481
Integrity Alliance
Iowa
$1.01M +$14K +191 +1%
D.E. Shaw & Co
482
D.E. Shaw & Co
New York
$989K +$1.02M +13,908 New
CCM
483
Coldstream Capital Management
Washington
$988K +$13.2K +180 +1%
CFA
484
CWS Financial Advisors
Michigan
$966K +$1.17K +16 +0.1%
WWM
485
Western Wealth Management
Colorado
$965K +$103K +1,407 +12%
WS
486
Wedbush Securities
California
$955K -$4.04K -55 -0.4%
BPFA
487
Barnes Pettey Financial Advisors
Mississippi
$947K +$306K +4,172 +46%
US Bancorp
488
US Bancorp
Minnesota
$947K -$77.7K -1,059 -7%
WRPWM
489
Werba Rubin Papier Wealth Management
California
$946K +$9.47K +129 +1%
VFA
490
Valeo Financial Advisors
Indiana
$932K -$74.6K -1,017 -7%
NWA
491
Northwest Wealth Advisors
Washington
$899K -$20K -272 -2%
ACS
492
Archford Capital Strategies
Illinois
$892K +$246K +3,352 +36%
AWP
493
Abacus Wealth Partners
California
$891K +$302K +4,114 +49%
RLIM
494
Red Lighthouse Investment Management
New York
$891K
Renaissance Technologies
495
Renaissance Technologies
New York
$882K +$910K +12,400 New
SPF
496
South Plains Financial
Texas
$879K +$17.3K +236 +2%
EWA
497
EQ Wealth Advisors
Texas
$865K +$462K +6,295 +107%
FA
498
Fiduciary Alliance
South Carolina
$864K +$842K +11,475 New
IA
499
IFG Advisors
Missouri
$861K +$1.17K +16 +0.1%
CIAS
500
Capital Investment Advisory Services
North Carolina
$856K +$29.9K +408 +4%