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Dimensional US Small Cap ETF

871 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, 396 increasing their positions, 258 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
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
TWP
726
Triad Wealth Partners
Kansas
$235K
GA
727
Goldstein Advisors
Wisconsin
$233K
PIA
728
Perennial Investment Advisors
California
$233K
SCI
729
Silver Coast Investments
United States
$233K
OFS
730
Opus Financial Solutions
Illinois
$230K
OA
731
Operose Advisors
Wisconsin
$230K
TAFW
732
Tred Avon Family Wealth
Maryland
$228K
SVWAG
733
Sound View Wealth Advisors Group
Georgia
$227K
CT
734
Caldwell Trust
Florida
$224K
MW
735
MBL Wealth
North Carolina
$223K
WT
736
Whittier Trust
California
$223K
PMFA
737
Plante Moran Financial Advisors
Michigan
$222K
AWM
738
Arista Wealth Management
Nevada
$221K
EIA
739
Eldridge Investment Advisors
New Hampshire
$220K
CWMK
740
Caliber Wealth Management (Kansas)
Kansas
$219K
OC
741
Oakworth Capital
Alabama
$218K
OWA
742
Oak Wealth Advisors
Illinois
$218K
SIAG
743
Safeguard Investment Advisory Group
California
$218K
OP
744
Oath Planning
Oklahoma
$218K
DI
745
Disciplined Investors
Texas
$218K
BIG
746
Brooklyn Investment Group
New York
$216K
AFC
747
Ares Financial Consulting
California
$216K
AC
748
Annandale Capital
Texas
$214K
LF
749
Lantz Financial
Illinois
$214K
S
750
SignatureFD
Georgia
$213K