We are live on ! Find out more
DFAS icon

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
LWM
776
Lodestone Wealth Management
Washington
$187K +$294 +4 +0.2%
FFG
777
Forum Finance Group
$179K +$228K +3,101 New
ATPW
778
Ashton Thomas Private Wealth
Arizona
$168K +$173K +2,361 New
NOI
779
Newton One Investments
Delaware
$165K +$147 +2 +0.1%
SPIA
780
Steward Partners Investment Advisory
New York
$160K -$3.23K -44 -2%
WSFS
781
Wilmington Savings Fund Society
Delaware
$152K -$20K -272 -11%
PWA
782
Provenance Wealth Advisors
Florida
$152K
RWM
783
Rialto Wealth Management
New York
$146K +$84.5K +1,152 +128%
TFM
784
TFC Financial Management
Massachusetts
$131K
AF
785
Align Financial
Minnesota
$125K -$8.87M -120,825 -99%
CMBA
786
C.M. Bidwell & Associates
Hawaii
$122K
AP
787
Aspect Partners
Virginia
$121K
NRWA
788
North Ridge Wealth Advisors
Oregon
$120K
TWD
789
True Wealth Design
Ohio
$117K -$20.9K -285 -15%
CFO
790
CVA Family Office
Colorado
$113K -$11.8K -161 -9%
FG
791
Fairman Group
Pennsylvania
$112K +$294 +4 +0.3%
SC
792
Sawyer & Company
Massachusetts
$111K
CFFP
793
Center for Financial Planning
Michigan
$108K
Kayne Anderson Rudnick Investment Management
794
Kayne Anderson Rudnick Investment Management
California
$108K
RIAS
795
Rachor Investment Advisory Services
Michigan
$106K +$94.9K +1,293 +670%
BF
796
BOK Financial
Oklahoma
$105K -$87.3K -1,189 -44%
TCM
797
Tradewinds Capital Management
Washington
$105K +$147 +2 +0.1%
CCWM
798
Cassaday & Co Wealth Management
Virginia
$102K +$105K +1,429 New
PNC
799
Park National Corp
Ohio
$101K +$104K +1,419 New
PB
800
Prosperity Bancshares
Texas
$91.4K