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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
10.82%
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
PMIM
676
Prudent Man Investment Management
Colorado
$310K
WETS
677
Wealth Enhancement Trust Services
South Dakota
$308K -$20.8K -283 -6%
SOAG
678
Silver Oak Advisory Group
Oregon
$306K +$19.9K +271 +7%
SWP
679
Summit Wealth Partners
Florida
$304K
HIGP
680
Hill Investment Group Partners
Missouri
$304K
WCP
681
Wick Capital Partners
Pennsylvania
$302K
VWA
682
Valued Wealth Advisors
Utah
$298K
AFA
683
American Financial Advisors
Georgia
$297K +$514 +7 +0.2%
SAM
684
Summit Asset Management
Tennessee
$297K -$9.76K -133 -3%
ZIM
685
Zacks Investment Management
Illinois
$296K +$305K +4,157 New
OPF
686
Old Peak Finance
North Carolina
$293K +$147 +2 +0%
GWM
687
GDS Wealth Management
Texas
$292K
IWC
688
Infinity Wealth Counsel
Ohio
$291K +$36K +490 +14%
PCIA
689
Prime Capital Investment Advisors
Kansas
$289K +$8.51K +116 +3%
TCM
690
Towneley Capital Management
California
$288K +$660 +9 +0.2%
EWP
691
E-Wealth Partners
Minnesota
$286K +$56.4K +769 +24%
BAM
692
BOS Asset Management
Illinois
$285K +$2.57K +35 +0.9%
Franklin Resources
693
Franklin Resources
California
$284K +$440 +6 +0.2%
RI
694
Ridgewood Investments
New Jersey
$283K +$292K +3,979 New
TWCA
695
Two West Capital Advisors
Kansas
$281K -$63.5K -865 -19%
SPC
696
Sigma Planning Corp
Michigan
$279K -$195K -2,657 -40%
SHWM
697
Smith & Howard Wealth Management
Georgia
$278K +$286K +3,903 New
MWM
698
McCartney Wealth Management
Missouri
$275K
DSC
699
Daytona Street Capital
Missouri
$273K
CIM
700
Capital Investment Management
Missouri
$271K -$21.1K -288 -7%