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Dimensional US Small Cap ETF

878 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: 865878 (+13)

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
878
Holders Change
+13
Holders Change %
+1.5%
% 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
MWM
51
Modera Wealth Management
New Jersey
$36.1M -$806K -10,984 -2%
KL
52
KWMG LLC
Kansas
$35.2M +$884K +12,049 +2%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$34.9M -$7.03M -95,836 -16%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$34.3M -$3.32M -45,283 -9%
HWMG
55
Hurlow Wealth Management Group
Indiana
$34.2M +$2.31M +31,427 +7%
AAM
56
Austin Asset Management
Texas
$32.9M -$750K -10,223 -2%
RYA
57
Richard Young Associates
Georgia
$32.8M +$341K +4,640 +1%
Osaic Holdings
58
Osaic Holdings
Arizona
$32.2M +$2.17M +29,586 +7%
HIG
59
Heritage Investment Group
Florida
$31.4M -$154K -2,094 -0.5%
HWMT
60
Heritage Wealth Management (Texas)
Texas
$30.9M +$527K +7,181 +2%
PFM
61
Phillips Financial Management
Indiana
$30.9M -$2.27M -30,993 -7%
SFA
62
Sequoia Financial Advisors
Ohio
$30.6M -$1.69M -23,002 -5%
ACC
63
Acorn Creek Capital
Colorado
$30.4M +$195K +2,659 +0.6%
DF
64
DecisionPoint Financial
Arizona
$30.1M +$582K +7,925 +2%
FC
65
Financial Consulate
Maryland
$30.1M -$140K -1,907 -0.4%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$27.9M +$28.7M +390,542 +36,602%
TWM
67
Tanager Wealth Management
United Kingdom
$27.7M -$1.43M -19,532 -5%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$27.5M +$5.91M +80,598 +26%
FFA
69
Farther Finance Advisors
California
$27.3M +$4.52M +61,525 +19%
AC
70
Apella Capital
Connecticut
$27.1M +$20.4M +277,781 +377%
MHS
71
M Holdings Securities
Oregon
$26.9M +$4.42M +60,180 +19%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$25.8M +$453K +6,169 +2%
CL
73
Choreo LLC
Illinois
$25.6M +$82.7K +1,127 +0.3%
BPA
74
Beacon Pointe Advisors
California
$25.6M +$2.18M +29,747 +9%
MSWMA
75
Market Street Wealth Management Advisors
Indiana
$25.1M +$20.4K +278 +0.1%