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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
PAG
701
Poinciana Advisors Group
Florida
$271K
CCMG
702
Clark Capital Management Group
Pennsylvania
$267K
NC
703
North Capital
Utah
$267K +$660 +9 +0.2%
TRCT
704
Tower Research Capital (TRC)
New York
$263K +$141K +1,925 +109%
GWA
705
Gutierrez Wealth Advisory
Arkansas
$261K +$269K +3,663 New
QHA
706
Quarry Hill Advisors
Minnesota
$259K
NLWP
707
Next Level Wealth Planning
Idaho
$258K -$34.6K -472 -12%
3FI
708
3 Factor Indexing
California
$256K +$264K +3,602 New
CIA
709
Compass Ion Advisors
Pennsylvania
$256K -$6.61K -90 -2%
PP
710
PDS Planning
Ohio
$254K +$587 +8 +0.2%
MHWM
711
Montz Harcus Wealth Management
Louisiana
$253K +$660 +9 +0.3%
AA
712
Armis Advisers
Georgia
$253K +$220 +3 +0.1%
WWG
713
West Wealth Group
California
$250K +$40K +545 +18%
RFC
714
Regions Financial Corp
Alabama
$250K
AW
715
Aspirean Wealth
California
$248K +$440 +6 +0.2%
TPI
716
Trust Point Inc
Wisconsin
$247K +$255K +3,472 New
First Manhattan
717
First Manhattan
New York
$247K
FIC
718
Family Investment Center
Missouri
$245K
FFA
719
First Foundation Advisors
California
$245K
PIM
720
Penobscot Investment Management
Massachusetts
$245K
BAM
721
Belpointe Asset Management
Nevada
$244K
FCA
722
Fortis Capital Advisors
Kansas
$244K
BB
723
Busey Bank
Illinois
$244K -$4.99K -68 -2%
Susquehanna International Group
724
Susquehanna International Group
Pennsylvania
$241K +$249K +3,395 New
AAS
725
Ameritas Advisory Services
Nebraska
$240K +$14.8K +201 +6%