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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
MWM
51
Modera Wealth Management
New Jersey
$36.1M
KL
52
KWMG LLC
Kansas
$35.2M
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$34.9M
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$34.3M
HWMG
55
Hurlow Wealth Management Group
Indiana
$34.2M
AAM
56
Austin Asset Management
Texas
$32.9M
RYA
57
Richard Young Associates
Georgia
$32.8M
Osaic Holdings
58
Osaic Holdings
Arizona
$32.2M
HIG
59
Heritage Investment Group
Florida
$31.4M
HWMT
60
Heritage Wealth Management (Texas)
Texas
$30.9M
PFM
61
Phillips Financial Management
Indiana
$30.9M
SFA
62
Sequoia Financial Advisors
Ohio
$30.6M
ACC
63
Acorn Creek Capital
Colorado
$30.4M
DF
64
DecisionPoint Financial
Arizona
$30.1M
FC
65
Financial Consulate
Maryland
$30.1M
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$27.9M
TWM
67
Tanager Wealth Management
United Kingdom
$27.7M
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$27.5M
FFA
69
Farther Finance Advisors
California
$27.3M
AC
70
Apella Capital
Connecticut
$27.1M
MHS
71
M Holdings Securities
Oregon
$26.9M
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$25.8M
CL
73
Choreo LLC
Illinois
$25.6M
BPA
74
Beacon Pointe Advisors
California
$25.6M
MSWMA
75
Market Street Wealth Management Advisors
Indiana
$25.1M