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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
SI
651
Stephens Inc
Arkansas
$344K
MWM
652
Meritas Wealth Management
California
$342K
AWA
653
Arbor Wealth Advisors
Michigan
$339K
CF
654
Claris Financial
Virginia
$338K
AFA
655
Avant Financial Advisors
Texas
$335K
FF
656
Francis Financial
$332K
OIM
657
Oder Investment Management
California
$332K
ATC
658
Argent Trust Co
Tennessee
$327K
FRA
659
Frank Rimerman Advisors
California
$326K
NP
660
NorthRock Partners
Minnesota
$324K
RWM
661
RKL Wealth Management
Pennsylvania
$317K
APG
662
Abacus Planning Group
South Carolina
$316K
BFPW
663
BOK Financial Private Wealth
Colorado
$315K
NG
664
Norden Group
Utah
$315K
RMP
665
Richards, Merrill & Peterson
Washington
$315K
GTWM
666
Global Trust Wealth Management
Florida
$314K
APP
667
Avantax Planning Partners
Iowa
$314K
MF
668
Montis Financial
Massachusetts
$311K
PMIM
669
Prudent Man Investment Management
Colorado
$310K
WETS
670
Wealth Enhancement Trust Services
South Dakota
$308K
SOAG
671
Silver Oak Advisory Group
Oregon
$306K
SWP
672
Summit Wealth Partners
Florida
$304K
HIGP
673
Hill Investment Group Partners
Missouri
$304K
WCP
674
Wick Capital Partners
Pennsylvania
$302K
VWA
675
Valued Wealth Advisors
Utah
$298K