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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
AIS
626
Accredited Investor Services
Minnesota
$395K
LCAM
627
London & Capital Asset Management
United Kingdom
$389K
LRIA
628
Leonard Rickey Investment Advisors
Washington
$382K
AWM
629
Angeles Wealth Management
California
$382K
AG
630
Ascent Group
Virginia
$380K
PA
631
Parallel Advisors
California
$380K
IAA
632
Independent Advisor Alliance
North Carolina
$379K
HWA
633
Heartwood Wealth Advisors
Virginia
$377K
AWA
634
Acorn Wealth Advisors
Michigan
$376K
MSF
635
Mustard Seed Financial
Arkansas
$374K
LA
636
Legacy Advisors
Pennsylvania
$365K
PPA
637
Painted Porch Advisors
California
$364K
IFG
638
Independent Financial Group
California
$364K
LFAS
639
Level Four Advisory Services
Texas
$360K
WP
640
Walleye Partners
Wisconsin
$360K
FSA
641
Financial Security Advisor
Virginia
$360K
AW
642
Atlas Wealth
Ohio
$358K
BAAM
643
Baker Avenue Asset Management
California
$355K
MAMG
644
Milestone Asset Management Group
Connecticut
$354K
TP
645
Tranquility Partners
Tennessee
$350K
EI
646
Ethic Inc
New York
$349K
DI
647
Disciplined Investments
Oklahoma
$348K
NPFS
648
Novak & Powell Financial Services
Florida
$347K
APFP
649
Action Point Financial Planning
Michigan
$346K
SWMG
650
Signature Wealth Management Group
Georgia
$345K