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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
AQR Capital Management
151
AQR Capital Management
Connecticut
$11.7M
PWMG
152
Pioneer Wealth Management Group
Texas
$11.5M
FNBSF
153
First National Bank Sioux Falls
South Dakota
$10.9M
Morgan Stanley
154
Morgan Stanley
New York
$10.8M
CA
155
Clearstead Advisors
Ohio
$10.8M
MCM
156
MAI Capital Management
Ohio
$10.8M
WB
157
Webster Bank
Connecticut
$10.7M
W
158
WorthPointe
California
$10.7M
WMP
159
Wealth Management Partners
Arizona
$10.5M
DB
160
Dravo Bay
Delaware
$10.5M
DWM
161
Daner Wealth Management
Georgia
$10.5M
Baird Financial Group
162
Baird Financial Group
Wisconsin
$10.4M
FFM
163
Forum Financial Management
Illinois
$10.4M
EFP
164
Envision Financial Planning
Tennessee
$10.3M
CCM
165
Colorado Capital Management
Colorado
$10.1M
CCFM
166
Clear Creek Financial Management
Washington
$10.1M
WTFG
167
Wood Tarver Financial Group
Idaho
$9.99M
AAP
168
Arax Advisory Partners
Colorado
$9.96M
V
169
VeraBank
Texas
$9.93M
PFS
170
Professional Financial Solutions
Virginia
$9.86M
GAM
171
Gemmer Asset Management
California
$9.84M
SWM
172
Spire Wealth Management
Virginia
$9.84M
GHA
173
Granite Harbor Advisors
Texas
$9.65M
EA
174
Efficient Advisors
Ohio
$9.5M
CA
175
CGN Advisors
Kansas
$9.49M