DFAS icon

Dimensional US Small Cap ETF

868 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, 394 increasing their positions, 257 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
526
StrongBox Wealth
Missouri
$689K
FCB
527
First County Bank
Connecticut
$685K
SFG
528
Seamount Financial Group
Colorado
$684K
GCM
529
Graver Capital Management
Ohio
$684K
GS
530
GWN Securities
Florida
$680K
DPI
531
Diversified Portfolios Inc
Michigan
$678K
CFS
532
CRA Financial Services
New Jersey
$671K
LIA
533
Lynx Investment Advisory
District of Columbia
$668K
PWM
534
Perigon Wealth Management
California
$662K
TCA
535
Transcend Capital Advisors
New Jersey
$662K
KCPG
536
Kavar Capital Partners Group
Kansas
$660K
GWP
537
Gateway Wealth Partners
Wisconsin
$658K
HWM
538
HB Wealth Management
Georgia
$652K
PF
539
PlanWiser Financial
Colorado
$650K
MEAC
540
M.E. Allison & Co
Texas
$647K
KCM
541
KM Capital Management
Texas
$645K
VA
542
VestGen Advisors
Illinois
$645K
EW
543
Evoke Wealth
California
$637K
KeyBank National Association
544
KeyBank National Association
Ohio
$636K
AWM
545
Apollon Wealth Management
South Carolina
$636K
PFA
546
Professional Financial Advisors
Nebraska
$635K
MWPCG
547
Measured Wealth Private Client Group
New Hampshire
$635K
WTC
548
WhitTier Trust Company
Nevada
$633K
PC
549
Peavine Capital
Nevada
$632K
WPW
550
Watershed Private Wealth
Illinois
$631K