We are live on ! Find out more
DFAS icon

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
SRC
626
Sage Rhino Capital
California
$410K
CWP
627
Cyndeo Wealth Partners
Florida
$410K -$27.8K -379 -6%
NL
628
NWAM LLC
Washington
$409K +$422K +5,750 New
PS
629
Principal Securities
Iowa
$408K -$3.67K -50 -0.9%
VCM
630
Versant Capital Management
Arizona
$406K
CA
631
Cornerstone Advisory
Maryland
$400K +$71.8K +978 +21%
FTS
632
Fifth Third Securities
Ohio
$400K +$413K +5,627 New
AIS
633
Accredited Investor Services
Minnesota
$395K
LCAM
634
London & Capital Asset Management
United Kingdom
$389K
LRIA
635
Leonard Rickey Investment Advisors
Washington
$382K
AWM
636
Angeles Wealth Management
California
$382K +$387K +5,276 +5,496%
AG
637
Ascent Group
Virginia
$380K
PA
638
Parallel Advisors
California
$380K
IAA
639
Independent Advisor Alliance
North Carolina
$379K +$391K +5,323 New
HWA
640
Heartwood Wealth Advisors
Virginia
$377K
AWA
641
Acorn Wealth Advisors
Michigan
$376K +$13.8K +188 +4%
MSF
642
Mustard Seed Financial
Arkansas
$374K -$1.91K -26 -0.5%
LA
643
Legacy Advisors
Pennsylvania
$365K
PPA
644
Painted Porch Advisors
California
$364K +$376K +5,121 New
IFG
645
Independent Financial Group
California
$364K +$37K +504 +11%
LFAS
646
Level Four Advisory Services
Texas
$360K +$372K +5,065 New
WP
647
Walleye Partners
Wisconsin
$360K +$68K +927 +22%
FSA
648
Financial Security Advisor
Virginia
$360K +$734 +10 +0.2%
AW
649
Atlas Wealth
Ohio
$358K
BAAM
650
Baker Avenue Asset Management
California
$355K