We are live on ! Find out more
DFAS icon

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
CPSAC
526
Chas P. Smith & Associates (CPS)
Florida
$723K +$66.9K +911 +10%
RSWM
527
Robertson Stephens Wealth Management
California
$719K -$59.8K -815 -7%
FAT
528
First American Trust
California
$713K +$1.69K +23 +0.2%
BWM
529
BCO Wealth Management
New Mexico
$713K -$106K -1,445 -13%
PFBT
530
Parkside Financial Bank & Trust
Missouri
$704K +$97.8K +1,333 +16%
SIC
531
SJS Investment Consulting
Ohio
$699K
RWA
532
Resolute Wealth Advisor
Ohio
$693K +$715K +9,741 New
SW
533
StrongBox Wealth
Missouri
$689K -$349K -4,760 -33%
FCB
534
First County Bank
Connecticut
$685K +$4.18K +57 +0.6%
SFG
535
Seamount Financial Group
Colorado
$684K +$50.9K +693 +8%
GCM
536
Graver Capital Management
Ohio
$684K -$29.9K -407 -4%
GS
537
GWN Securities
Florida
$680K +$10.2K +139 +1%
DPI
538
Diversified Portfolios Inc
Michigan
$678K
CFS
539
CRA Financial Services
New Jersey
$671K
LIA
540
Lynx Investment Advisory
District of Columbia
$668K +$386K +5,259 +127%
PWM
541
Perigon Wealth Management
California
$662K +$954 +13 +0.1%
TCA
542
Transcend Capital Advisors
New Jersey
$662K -$95K -1,295 -12%
KCPG
543
Kavar Capital Partners Group
Kansas
$660K
GWP
544
Gateway Wealth Partners
Wisconsin
$658K +$316K +4,304 +87%
HWM
545
HB Wealth Management
Georgia
$652K +$242K +3,294 +56%
PF
546
PlanWiser Financial
Colorado
$650K -$2.94K -40 -0.5%
MEAC
547
M.E. Allison & Co
Texas
$647K
KCM
548
KM Capital Management
Texas
$645K +$734 +10 +0.1%
VA
549
VestGen Advisors
Illinois
$645K +$616K +8,392 New
EW
550
Evoke Wealth
California
$637K