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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 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
KeyBank National Association
551
KeyBank National Association
Ohio
$636K
AWM
552
Apollon Wealth Management
South Carolina
$636K
PFA
553
Professional Financial Advisors
Nebraska
$635K +$1.76K +24 +0.3%
MWPCG
554
Measured Wealth Private Client Group
New Hampshire
$635K -$36.3K -495 -5%
WTC
555
WhitTier Trust Company
Nevada
$633K -$175K -2,385 -21%
PC
556
Peavine Capital
Nevada
$632K
WPW
557
Watershed Private Wealth
Illinois
$631K -$9.47K -129 -1%
MKW
558
Mullaney, Keating & Wright
Connecticut
$631K
AWM
559
Avior Wealth Management
Nebraska
$627K +$1.1K +15 +0.2%
MIC
560
Meridian Investment Counsel
California
$626K
SFS
561
Sowell Financial Services
Arkansas
$623K -$1.54K -21 -0.2%
CIA
562
Capital Investment Advisors
Georgia
$617K
WPC
563
Wedmont Private Capital
Pennsylvania
$613K +$606K +8,260 New
LCWP
564
Legacy Capital Wealth Partners
Arkansas
$600K -$32.9K -448 -5%
EGWAG
565
Elwood & Goetz Wealth Advisory Group
Georgia
$598K
SW
566
Simplicity Wealth
New Jersey
$595K -$93.1K -1,269 -13%
FWM
567
Forteris Wealth Management
New York
$593K -$440 -6 -0.1%
OSAM
568
O'Shaughnessy Asset Management
Connecticut
$586K +$107K +1,457 +21%
PFG
569
Prospect Financial Group
Virginia
$577K -$808K -11,011 -58%
BBHC
570
Brown Brothers Harriman & Co
New York
$572K -$213K -2,909 -27%
OFG
571
Opulen Financial Group
Virginia
$571K +$200K +2,729 +52%
CT
572
Colonial Trust
South Carolina
$570K
SA
573
Sincerus Advisory
New York
$567K -$28K -382 -5%
SCA
574
Sensenig Capital Advisors
Pennsylvania
$567K
FS
575
Financial Symmetry
North Carolina
$565K -$89.7K -1,222 -14%