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Dimensional US Small Cap ETF

868 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, 394 increasing their positions, 257 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
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
BlackRock
126
BlackRock
New York
$14.5M
BA
127
Bridgewater Advisors
New York
$14.2M
MHB
128
Midwest Heritage Bank
Iowa
$14.1M
BWMG
129
Bannerman Wealth Management Group
Texas
$13.5M
AA
130
Aire Advisors
California
$13.4M
CCA
131
Conservest Capital Advisors
Pennsylvania
$13.3M
BDWCC
132
B&D White Capital Company
Texas
$13.3M
SWM
133
Sterling Wealth Management
Illinois
$13.2M
WFAG
134
Wescott Financial Advisory Group
Pennsylvania
$13.2M
COI
135
Connable Office Inc
Michigan
$13M
SSC
136
Syverson Strege & Co
Iowa
$12.9M
TFA
137
Trinity Financial Advisors
Ohio
$12.8M
AIS
138
American Investment Services
Massachusetts
$12.8M
PSP
139
Pacific Sage Partners
Washington
$12.6M
BH
140
Burk Holdings
Oklahoma
$12.6M
FB
141
First Bancorp
Maine
$12.6M
MWM
142
Modern Wealth Management
Kansas
$12.5M
SWG
143
Summit Wealth Group
Vermont
$12.4M
OCM
144
One Capital Management
California
$12.3M
JWM
145
JGP Wealth Management
Oregon
$12.2M
SIG
146
Spinnaker Investment Group
California
$12.1M
I
147
INVST
Indiana
$11.9M
MFG
148
Mendota Financial Group
Wisconsin
$11.9M
MML Investors Services
149
MML Investors Services
Massachusetts
$11.7M
SAM
150
Smartleaf Asset Management
Massachusetts
$11.7M