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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
BFA
726
Benningfield Financial Advisors
California
$238K
SWA
727
Stratos Wealth Advisors
Ohio
$238K
RIP
728
RAM Investment Partners
Washington
$237K -$10.3K -140 -4%
EFG
729
Elevated Financial Group
Indiana
$235K -$31.8K -433 -12%
SIM
730
Synergy Investment Management
Florida
$235K
TWP
731
Triad Wealth Partners
Kansas
$235K -$39.5K -538 -14%
GA
732
Goldstein Advisors
Wisconsin
$233K
PIA
733
Perennial Investment Advisors
California
$233K
SCI
734
Silver Coast Investments
United States
$233K +$240K +3,269 New
OFS
735
Opus Financial Solutions
Illinois
$230K -$1.83K -25 -0.8%
OA
736
Operose Advisors
Wisconsin
$230K +$514 +7 +0.2%
TAFW
737
Tred Avon Family Wealth
Maryland
$228K
SVWAG
738
Sound View Wealth Advisors Group
Georgia
$227K +$3.96K +54 +2%
CT
739
Caldwell Trust
Florida
$224K
MW
740
MBL Wealth
North Carolina
$223K
WT
741
Whittier Trust
California
$223K
PMFA
742
Plante Moran Financial Advisors
Michigan
$222K +$210K +2,865 +1,141%
AWM
743
Arista Wealth Management
Nevada
$221K
EIA
744
Eldridge Investment Advisors
New Hampshire
$220K +$227K +3,094 New
CWMK
745
Caliber Wealth Management (Kansas)
Kansas
$219K
OC
746
Oakworth Capital
Alabama
$218K
OWA
747
Oak Wealth Advisors
Illinois
$218K -$8.81K -120 -4%
SIAG
748
Safeguard Investment Advisory Group
California
$218K +$220 +3 +0.1%
OP
749
Oath Planning
Oklahoma
$218K +$514 +7 +0.2%
DI
750
Disciplined Investors
Texas
$218K +$294 +4 +0.1%