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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
AQR Capital Management
151
AQR Capital Management
Connecticut
$11.7M +$5.5M +74,997 +84%
PWMG
152
Pioneer Wealth Management Group
Texas
$11.5M +$835K +11,381 +8%
FNBSF
153
First National Bank Sioux Falls
South Dakota
$10.9M +$736K +10,032 +7%
Morgan Stanley
154
Morgan Stanley
New York
$10.8M -$437K -5,954 -4%
CA
155
Clearstead Advisors
Ohio
$10.8M +$8.42M +114,700 +315%
MCM
156
MAI Capital Management
Ohio
$10.8M +$232K +3,157 +2%
WB
157
Webster Bank
Connecticut
$10.7M +$1.17M +15,878 +12%
W
158
WorthPointe
California
$10.7M -$359K -4,894 -3%
WMP
159
Wealth Management Partners
Arizona
$10.5M +$743K +10,130 +7%
DB
160
Dravo Bay
Delaware
$10.5M +$428K +5,833 +4%
DWM
161
Daner Wealth Management
Georgia
$10.5M -$293K -3,991 -3%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$10.4M +$669K +9,116 +7%
FFM
163
Forum Financial Management
Illinois
$10.4M -$196K -2,677 -2%
EFP
164
Envision Financial Planning
Tennessee
$10.3M +$114K +1,560 +1%
CCM
165
Colorado Capital Management
Colorado
$10.1M -$473K -6,448 -4%
CCFM
166
Clear Creek Financial Management
Washington
$10.1M -$1.35M -18,357 -11%
WTFG
167
Wood Tarver Financial Group
Idaho
$9.99M +$333K +4,544 +3%
AAP
168
Arax Advisory Partners
Colorado
$9.96M -$13.7M -186,387 -57%
V
169
VeraBank
Texas
$9.93M +$601K +8,188 +6%
PFS
170
Professional Financial Solutions
Virginia
$9.86M +$365K +4,977 +4%
GAM
171
Gemmer Asset Management
California
$9.84M +$288K +3,920 +3%
SWM
172
Spire Wealth Management
Virginia
$9.84M +$181K +2,465 +2%
GHA
173
Granite Harbor Advisors
Texas
$9.65M -$321K -4,377 -3%
EA
174
Efficient Advisors
Ohio
$9.5M -$391K -5,334 -4%
CA
175
CGN Advisors
Kansas
$9.49M -$232K -3,163 -2%