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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
MAMG
651
Milestone Asset Management Group
Connecticut
$354K +$367 +5 +0.1%
TP
652
Tranquility Partners
Tennessee
$350K +$4.92K +67 +1%
EI
653
Ethic Inc
New York
$349K +$360K +4,901 New
DI
654
Disciplined Investments
Oklahoma
$348K
NPFS
655
Novak & Powell Financial Services
Florida
$347K +$358K +4,880 New
APFP
656
Action Point Financial Planning
Michigan
$346K +$357K +4,860 New
SWMG
657
Signature Wealth Management Group
Georgia
$345K -$514 -7 -0.1%
SI
658
Stephens Inc
Arkansas
$344K +$355K +4,833 New
MWM
659
Meritas Wealth Management
California
$342K
AWA
660
Arbor Wealth Advisors
Michigan
$339K
CF
661
Claris Financial
Virginia
$338K +$349K +4,751 New
AFA
662
Avant Financial Advisors
Texas
$335K
FF
663
Francis Financial
$332K -$25.5K -347 -7%
OIM
664
Oder Investment Management
California
$332K +$65.2K +889 +24%
ATC
665
Argent Trust Co
Tennessee
$327K +$1.98K +27 +0.6%
FRA
666
Frank Rimerman Advisors
California
$326K
NP
667
NorthRock Partners
Minnesota
$324K +$514 +7 +0.2%
RWM
668
RKL Wealth Management
Pennsylvania
$317K
APG
669
Abacus Planning Group
South Carolina
$316K +$326K +4,440 New
BFPW
670
BOK Financial Private Wealth
Colorado
$315K
NG
671
Norden Group
Utah
$315K +$440 +6 +0.1%
RMP
672
Richards, Merrill & Peterson
Washington
$315K +$73 +1 +0%
GTWM
673
Global Trust Wealth Management
Florida
$314K -$74.9K -1,021 -19%
APP
674
Avantax Planning Partners
Iowa
$314K -$1.17K -16 -0.4%
MF
675
Montis Financial
Massachusetts
$311K -$26.7K -364 -8%