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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
RPGK
751
Retirement Planning Group (Kansas)
Kansas
$210K
AssetMark Inc
752
AssetMark Inc
California
$210K
EIG
753
Ellenbecker Investment Group
Wisconsin
$209K
ACA
754
Aptus Capital Advisors
Alabama
$208K
MFS
755
Madrona Financial Services
Washington
$206K
SWM
756
Silverlake Wealth Management
Vermont
$206K
MSA
757
Marino Stram & Associates
Massachusetts
$205K
PMG
758
Private Management Group
California
$204K
IA
759
Inspire Advisors
Idaho
$204K
WP
760
WealthSpring Partners
California
$204K
HCM
761
Hollencrest Capital Management
California
$203K
Wealthfront Advisers
762
Wealthfront Advisers
California
$202K
BFA
763
Bragg Financial Advisors
North Carolina
$201K
UBS AM
764
UBS AM
Illinois
$197K
KSB
765
Kennebec Savings Bank
Maine
$195K
RTL
766
Red Tortoise LLC
Georgia
$191K
LWM
767
Lodestone Wealth Management
Washington
$187K
FFG
768
Forum Finance Group
$179K
ATPW
769
Ashton Thomas Private Wealth
Arizona
$168K
NOI
770
Newton One Investments
Delaware
$165K
SPIA
771
Steward Partners Investment Advisory
New York
$160K
WSFS
772
Wilmington Savings Fund Society
Delaware
$152K
PWA
773
Provenance Wealth Advisors
Florida
$152K
RWM
774
Rialto Wealth Management
New York
$146K
TFM
775
TFC Financial Management
Massachusetts
$131K