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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 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: 865878 (+13)

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
878
Holders Change
+13
Holders Change %
+1.5%
% of All Funds
10.82%
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
HFS
826
Hantz Financial Services
Michigan
$52K
GWM
827
Geneos Wealth Management
Colorado
$51.1K
GFA
828
Godfrey Financial Associates
New York
$50.8K -$48.8K -665 -48%
GBT
829
Grove Bank & Trust
Florida
$49.8K +$17.2K +235 +51%
BNA
830
BankChampaign National Association
Illinois
$48.6K -$321K -4,376 -86%
CCM
831
Chilton Capital Management
Texas
$48K
QCG
832
Quadrant Capital Group
Ohio
$46.7K +$48.2K +657 New
PWM
833
Peterson Wealth Management
Nevada
$45.6K +$47K +641 New
QC
834
Quent Capital
New York
$43.7K -$367 -5 -0.8%
PWMG
835
Private Wealth Management Group
New Jersey
$43K
WA
836
Walsh & Associates
Florida
$42.7K
FUBT
837
First United Bank & Trust
Maryland
$41.6K
SIC
838
Salem Investment Counselors
North Carolina
$38.2K +$39.4K +537 New
VA
839
Vestwell Advisors
New York
$37.5K
IA
840
IFG Advisory
Georgia
$35.6K -$1.22M -16,640 -97%
CF
841
Conquis Financial
California
$33.6K
VAI
842
Vanguard Advisers Inc
Pennsylvania
$33.2K +$34.2K +466 New
1IA
843
1620 Investment Advisors
Massachusetts
$29.5K +$5.5K +75 +22%
GSEP
844
Golden State Equity Partners
California
$27.5K +$28.4K +387 New
HWA
845
HHM Wealth Advisors
Tennessee
$27.2K
GG
846
Gleason Group
Kentucky
$26.8K +$73 +1 +0.3%
CSB
847
City State Bank
Iowa
$26.7K +$7.34K +100 +36%
HFS
848
Hughes Financial Services
Virginia
$26.5K
FWP
849
FAS Wealth Partners
Kansas
$26.3K
SC
850
SouthState Corp
Florida
$25.4K -$22.7K -309 -46%