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Dimensional US Small Cap ETF

879 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: 865879 (+14)

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
879
Holders Change
+14
Holders Change %
+1.62%
% of All Funds
10.83%
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
CSI
601
Cross Staff Investments
New York
$462K
DT
602
Diversified Trust
Tennessee
$459K
WT
603
Washington Trust
Rhode Island
$456K
BMCM
604
Bryn Mawr Capital Management
Pennsylvania
$455K
PTC
605
Private Trust Company
Ohio
$451K
AWP
606
Accretive Wealth Partners
New Jersey
$451K
BAWC
607
Boyce & Associates Wealth Consulting
Texas
$447K -$6.38K -87 -1%
BFG
608
Bouchey Financial Group
New York
$444K -$4.84M -65,911 -92%
NRI
609
NFP Retirement Inc
California
$443K -$5.28K -72 -1%
MWM
610
MBE Wealth Management
Wisconsin
$443K +$807 +11 +0.2%
ANB
611
Amarillo National Bank
Texas
$432K
MWC
612
MBM Wealth Consultants
Missouri
$431K
BFA
613
Beacon Financial Advisory
Ohio
$430K -$10.3K -140 -2%
CWA
614
Canvas Wealth Advisors
Kansas
$428K +$59.4K +809 +16%
CMP
615
Coston McIsaac & Partners
Maine
$425K +$10.1K +138 +2%
BL
616
BFSG LLC
California
$425K +$1.83K +25 +0.4%
ME
617
McIlrath & Eck
Washington
$424K +$259K +3,535 +146%
ST
618
Smithfield Trust
Pennsylvania
$424K
UB
619
UMB Bank
Missouri
$423K +$123K +1,680 +39%
BRWA
620
B. Riley Wealth Advisors
Florida
$418K -$505K -6,884 -53%
BC
621
BDFS Capital
Delaware
$415K -$4.55K -62 -1%
JIC
622
Joel Isaacson & Co
New York
$414K -$9.54K -130 -2%
AA
623
Ancora Advisors
Ohio
$413K
SPA
624
Shore Point Advisors
New Jersey
$413K +$142K +1,935 +50%
HA
625
Hanover Advisors
South Carolina
$413K +$16.1K +220 +4%