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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
AWE
501
Avidian Wealth Enterprises
Texas
$851K -$148K -2,012 -14%
CIA
502
Cladis Investment Advisory
Montana
$850K +$134K +1,824 +18%
WFA
503
Websterrogers Financial Advisors
South Carolina
$840K -$12.2K -166 -1%
CFP
504
Cypress Financial Planning
New Jersey
$830K -$25.1K -342 -3%
CCM
505
Cambridge Capital Management
Illinois
$825K +$1.98K +27 +0.2%
CQWA
506
Chokshi & Queen Wealth Advisors
California
$817K
AFG
507
Atomi Financial Group
New York
$802K +$111K +1,516 +16%
CAM
508
Cresset Asset Management
Illinois
$801K +$37.5K +511 +5%
AAG
509
Asset Advisory Group
New Jersey
$800K +$280K +3,822 +52%
EFS
510
Essex Financial Services
Connecticut
$791K +$68.2K +929 +9%
WCG
511
Weaver Consulting Group
California
$790K +$157K +2,141 +24%
2L
512
25 LLC
Missouri
$789K +$1.32K +18 +0.2%
PWIA
513
Porter White Investment Advisors
Alabama
$786K
VAG
514
VisionPoint Advisory Group
Texas
$782K +$807K +10,995 New
CW
515
CreativeOne Wealth
Kansas
$780K -$447K -6,088 -36%
CFG
516
Citizens Financial Group
Rhode Island
$772K +$1.76K +24 +0.2%
CAMG
517
CWA Asset Management Group
Florida
$770K -$70.1K -955 -8%
WWA
518
Wingate Wealth Advisors
Massachusetts
$765K +$1.76K +24 +0.2%
SWM
519
Selective Wealth Management
Virginia
$764K +$738K +10,061 New
LIM
520
Leavell Investment Management
Alabama
$758K +$783K +10,663 New
LA
521
Lynch & Associates
Indiana
$755K +$186K +2,535 +31%
HPC
522
HM Payson & Co
Maine
$742K -$31.6K -430 -4%
OPAM
523
Ocean Park Asset Management
California
$740K +$763K +10,400 New
Lido Advisors
524
Lido Advisors
California
$737K -$96K -1,308 -11%
KFAS
525
Keating Financial Advisory Services
Kansas
$729K