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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
AWM
551
Avior Wealth Management
Nebraska
$627K
MIC
552
Meridian Investment Counsel
California
$626K
SFS
553
Sowell Financial Services
Arkansas
$623K
CIA
554
Capital Investment Advisors
Georgia
$617K
WPC
555
Wedmont Private Capital
Pennsylvania
$613K
LCWP
556
Legacy Capital Wealth Partners
Arkansas
$600K
NA
557
NewEdge Advisors
Louisiana
$599K
EGWAG
558
Elwood & Goetz Wealth Advisory Group
Georgia
$598K
SW
559
Simplicity Wealth
New Jersey
$595K
FWM
560
Forteris Wealth Management
New York
$593K
OSAM
561
O'Shaughnessy Asset Management
Connecticut
$586K
PFG
562
Prospect Financial Group
Virginia
$577K
BBHC
563
Brown Brothers Harriman & Co
New York
$572K
OFG
564
Opulen Financial Group
Virginia
$571K
CT
565
Colonial Trust
South Carolina
$570K
SA
566
Sincerus Advisory
New York
$567K
SCA
567
Sensenig Capital Advisors
Pennsylvania
$567K
FS
568
Financial Symmetry
North Carolina
$565K
AIM
569
Advyzon Investment Management
Illinois
$559K
AFGAS
570
Allegiance Financial Group Advisory Services
Virginia
$548K
WA
571
Waverly Advisors
Alabama
$545K
HNB
572
Huntington National Bank
Ohio
$543K
SAM
573
S.A. Mason
Michigan
$537K
Empower Advisory Group
574
Empower Advisory Group
Colorado
$528K
WCM
575
Winebrenner Capital Management
Kentucky
$524K