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Dimensional US Small Cap ETF

871 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, 396 increasing their positions, 258 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
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
OCWP
851
Owl Creek Wealth Partners
Colorado
$22K
T
852
Transce3nd
Texas
$21.1K
SWM
853
SHP Wealth Management
Massachusetts
$20.6K
CPG
854
Cornerstone Planning Group
New Jersey
$19.7K
UCB
855
United Community Bank
South Carolina
$19.2K
HWP
856
Highline Wealth Partners
California
$19.1K
SGFG
857
Silver Grove Financial Group
New York
$18.1K
SFC
858
SYM Financial Corp
Indiana
$18.1K
LWMI
859
Legacy Wealth Management (Idaho)
Idaho
$16.1K
WIM
860
Westside Investment Management
California
$14.3K
CFP
861
Comprehensive Financial Planning
Pennsylvania
$13.9K
BFP
862
Birchwood Financial Partners
Minnesota
$8.96K
SIS
863
Sound Income Strategies
Florida
$8.44K
Russell Investments Group
864
Russell Investments Group
United Kingdom
$8.04K
FHC
865
First Horizon Corporation
Tennessee
$7.33K
TC
866
Truvestments Capital
Florida
$6.15K
Citigroup
867
Citigroup
New York
$4.77K
CWM
868
Cranbrook Wealth Management
Michigan
$3.55K
BSB
869
Bangor Savings Bank
Maine
$2.85K
CFD
870
Creative Financial Designs
Indiana
$2.49K
FFA
871
Frazier Financial Advisors
Ohio
$1.35K
AIC
872
Archer Investment Corporation
Indiana
$1.07K
AWM
873
Axxcess Wealth Management
California
Tudor Investment Corp
874
Tudor Investment Corp
Connecticut
TIAA Trust, National Association
875
TIAA Trust, National Association
North Carolina