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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
HR
851
Howe & Rusling
New York
$25.1K
ACA
852
American Capital Advisory
Idaho
$24.9K
CCMI
853
Creative Capital Management Investments
California
$24.4K
AF
854
Abound Financial
California
$22.2K
PAI
855
Pittenger & Anderson Inc
Nebraska
$22.2K
WSFG
856
Wall Street Financial Group
Illinois
$22K +$22.8K +310 New
Bessemer Group
857
Bessemer Group
New Jersey
$22K +$12.9K +176 +138%
OCWP
858
Owl Creek Wealth Partners
Colorado
$22K +$22.7K +309 New
T
859
Transce3nd
Texas
$21.1K
SWM
860
SHP Wealth Management
Massachusetts
$20.6K
CPG
861
Cornerstone Planning Group
New Jersey
$19.7K +$73 +1 +0.4%
UCB
862
United Community Bank
South Carolina
$19.2K
HWP
863
Highline Wealth Partners
California
$19.1K +$12.3K +167 +165%
SGFG
864
Silver Grove Financial Group
New York
$18.1K +$18.7K +255 New
SFC
865
SYM Financial Corp
Indiana
$18.1K
LWMI
866
Legacy Wealth Management (Idaho)
Idaho
$16.1K +$5.87K +80 +54%
WIM
867
Westside Investment Management
California
$14.3K +$7.56K +103 +106%
CFP
868
Comprehensive Financial Planning
Pennsylvania
$13.9K
BFP
869
Birchwood Financial Partners
Minnesota
$8.96K
SIS
870
Sound Income Strategies
Florida
$8.44K
Russell Investments Group
871
Russell Investments Group
United Kingdom
$8.04K -$91.1K -1,241 -92%
FHC
872
First Horizon Corporation
Tennessee
$7.33K
TC
873
Truvestments Capital
Florida
$6.15K +$73 +1 +1%
Citigroup
874
Citigroup
New York
$4.77K +$4.92K +67 New
CWM
875
Cranbrook Wealth Management
Michigan
$3.55K