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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 66 funds opening new positions, 399 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 260

2% more funds holding

Funds holding: 864878 (+14)

5% more capital invested

Capital invested by funds: $9.98B → $10.4B (+$466M)

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
+14
Holders Change %
+1.62%
% 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
66
Increased
399
Reduced
260
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DEM
76
Disciplined Equity Management
Florida
$24.9M -$48.9K -666 -0.2%
YAL
77
Your Advocates Ltd
Texas
$24.7M +$1.25M +17,018 +5%
GWMT
78
Guardian Wealth Management (Tennessee)
Tennessee
$24.2M +$151K +2,064 +0.6%
THL
79
Tillman Hartley LLC
Colorado
$23.9M +$545K +7,425 +2%
JTWM
80
Jackson Thornton Wealth Management
Alabama
$23.1M +$556K +7,576 +2%
FG
81
Foster Group
Iowa
$23M -$611K -8,323 -3%
PIAS
82
PCA Investment Advisory Services
Ohio
$22.6M +$2.14M +29,180 +10%
EWM
83
Empirical Wealth Management
Washington
$22.6M -$467K -6,357 -2%
BIG
84
Builder Investment Group
Georgia
$22.4M -$235K -3,205 -1%
TFG
85
Tilson Financial Group
New Jersey
$22M +$383K +5,220 +2%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$21.6M +$6.35M +86,584 +39%
PCI
87
Planning Center Inc
Illinois
$21.4M -$930K -12,679 -4%
Wells Fargo
88
Wells Fargo
California
$21.3M +$2.51M +34,248 +13%
AA
89
Advisory Alpha
Michigan
$21.1M +$2.33M +31,803 +12%
FPCG
90
Forum Private Client Group
Indiana
$21M +$499K +6,806 +2%
PS
91
Pinney & Scofield
Massachusetts
$20.8M +$296K +4,029 +1%
MWM
92
Mission Wealth Management
California
$20.8M -$349K -4,756 -2%
PFA
93
Pillar Financial Advisors
Kentucky
$20.6M +$329K +4,488 +2%
PWP
94
Parkwoods Wealth Partners
New York
$20.5M +$1.54M +21,035 +8%
MPW
95
MASECO Private Wealth
$20.5M -$798K -10,871 -4%
HIF
96
Hill Island Financial
Michigan
$20.2M +$326K +4,448 +2%
MFS
97
McNamara Financial Services
Massachusetts
$20.2M -$187K -2,544 -0.9%
FSWA
98
Financial Synergies Wealth Advisors
Texas
$20.2M +$132K +1,798 +0.6%
AIC
99
Allodium Investment Consultants
Minnesota
$19.8M +$605K +8,244 +3%
TCM
100
Tassel Capital Management
North Carolina
$19.3M +$397K +5,411 +2%