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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 66 funds opening new positions, 399 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
BFA
726
Benningfield Financial Advisors
California
$238K
SWA
727
Stratos Wealth Advisors
Ohio
$238K
RIP
728
RAM Investment Partners
Washington
$237K
EFG
729
Elevated Financial Group
Indiana
$235K
SIM
730
Synergy Investment Management
Florida
$235K
TWP
731
Triad Wealth Partners
Kansas
$235K
GA
732
Goldstein Advisors
Wisconsin
$233K
PIA
733
Perennial Investment Advisors
California
$233K
SCI
734
Silver Coast Investments
United States
$233K
OFS
735
Opus Financial Solutions
Illinois
$230K
OA
736
Operose Advisors
Wisconsin
$230K
TAFW
737
Tred Avon Family Wealth
Maryland
$228K
SVWAG
738
Sound View Wealth Advisors Group
Georgia
$227K
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
AWM
743
Arista Wealth Management
Nevada
$221K
EIA
744
Eldridge Investment Advisors
New Hampshire
$220K
CWMK
745
Caliber Wealth Management (Kansas)
Kansas
$219K
OC
746
Oakworth Capital
Alabama
$218K
OWA
747
Oak Wealth Advisors
Illinois
$218K
SIAG
748
Safeguard Investment Advisory Group
California
$218K
OP
749
Oath Planning
Oklahoma
$218K
DI
750
Disciplined Investors
Texas
$218K