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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
BlackRock
126
BlackRock
New York
$14.5M +$8.58M +116,946 +134%
BA
127
Bridgewater Advisors
New York
$14.2M +$657K +8,946 +5%
MHB
128
Midwest Heritage Bank
Iowa
$14.1M +$683K +9,312 +5%
BWMG
129
Bannerman Wealth Management Group
Texas
$13.5M +$1.19M +16,156 +9%
AA
130
Aire Advisors
California
$13.4M +$265K +3,605 +2%
CCA
131
Conservest Capital Advisors
Pennsylvania
$13.3M +$1.92M +26,104 +16%
BDWCC
132
B&D White Capital Company
Texas
$13.3M +$2.2M +29,927 +19%
SWM
133
Sterling Wealth Management
Illinois
$13.2M +$199K +2,711 +1%
WFAG
134
Wescott Financial Advisory Group
Pennsylvania
$13.2M -$97.1K -1,323 -0.7%
COI
135
Connable Office Inc
Michigan
$13M +$13.4M +183,113 New
SSC
136
Syverson Strege & Co
Iowa
$12.9M +$357K +4,860 +3%
TFA
137
Trinity Financial Advisors
Ohio
$12.8M +$423K +5,760 +3%
AIS
138
American Investment Services
Massachusetts
$12.8M -$198K -2,696 -1%
PSP
139
Pacific Sage Partners
Washington
$12.6M +$232K +3,155 +2%
BH
140
Burk Holdings
Oklahoma
$12.6M +$691K +9,409 +6%
FB
141
First Bancorp
Maine
$12.6M +$13M +177,129 New
MWM
142
Modern Wealth Management
Kansas
$12.5M +$7.12K +97 +0.1%
SWG
143
Summit Wealth Group
Vermont
$12.4M +$406K +5,532 +3%
OCM
144
One Capital Management
California
$12.3M +$1M +13,690 +9%
JWM
145
JGP Wealth Management
Oregon
$12.2M +$1.13M +15,428 +10%
SIG
146
Spinnaker Investment Group
California
$12.1M -$953K -12,985 -7%
I
147
INVST
Indiana
$11.9M -$375K -5,114 -3%
MFG
148
Mendota Financial Group
Wisconsin
$11.9M +$70.8K +965 +0.6%
MML Investors Services
149
MML Investors Services
Massachusetts
$11.7M +$1.1M +14,979 +10%
SAM
150
Smartleaf Asset Management
Massachusetts
$11.7M -$224K -3,048 -2%