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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
MWA
101
Monograph Wealth Advisors
California
$19.2M +$471K +6,416 +2%
W
102
WPWealth
Texas
$18.6M +$1.34M +18,268 +8%
AF
103
Advisornet Financial
Minnesota
$18.4M -$1.97M -26,864 -9%
Stifel Financial
104
Stifel Financial
Missouri
$18.4M +$1.81M +24,635 +11%
FMWA
105
Forvis Mazars Wealth Advisors
Missouri
$18.3M -$1.15M -15,728 -6%
MAM
106
McLean Asset Management
Virginia
$18.3M -$412K -5,613 -2%
EFP
107
EnRich Financial Partners
Wisconsin
$18.3M +$186K +2,530 +1%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$18M -$6.91M -94,224 -24%
LI
109
LRI Investments
Florida
$17.9M +$379K +5,168 +2%
LFS
110
Lutz Financial Services
Nebraska
$17M +$119K +1,620 +0.7%
CA
111
Clune & Associates
Illinois
$16.9M -$1.19M -16,192 -6%
OIA
112
OneDigital Investment Advisors
Kansas
$16.8M +$503K +6,848 +3%
NHT
113
New Hampshire Trust
New Hampshire
$16.6M -$251K -3,425 -1%
PAS
114
Park Avenue Securities
New York
$16.6M +$1.43M +19,457 +9%
JP Morgan Chase
115
JP Morgan Chase
New York
$16.5M +$1.64M +22,368 +10%
AF
116
Allworth Financial
California
$16.4M +$4.78M +65,193 +39%
GCM
117
G2 Capital Management
Ohio
$16.4M +$188K +2,557 +1%
HI
118
Harbour Investments
Wisconsin
$16M +$4.59M +62,582 +39%
SWM
119
Sentinel Wealth Management
Virginia
$15.8M +$83.4K +1,136 +0.5%
MSWM
120
McGlone Suttner Wealth Management
Wisconsin
$15.6M +$731K +9,967 +5%
TLFA
121
True Link Financial Advisors
California
$15.6M +$739K +10,072 +5%
ACM
122
Aspen Capital Management
Idaho
$15.4M -$330K -4,498 -2%
WFA
123
West Financial Advisors
Iowa
$15.2M +$99.7K +1,359 +0.6%
Financial Engines Advisors
124
Financial Engines Advisors
California
$14.8M +$604K +8,232 +4%
DAS
125
Dynamic Advisor Solutions
Arizona
$14.6M +$190K +2,590 +1%