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Dimensional US Small Cap ETF

879 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: 865879 (+14)

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
879
Holders Change
+14
Holders Change %
+1.62%
% of All Funds
10.83%
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
GAM
176
GEM Asset Management
Michigan
$9.45M +$657K +8,952 +7%
CPA
177
Capital Performance Advisors
California
$9.37M -$310K -4,230 -3%
1WM
178
1900 Wealth Management
Texas
$9.36M -$22.8K -310 -0.2%
BCA
179
Ballentine Capital Advisors
South Carolina
$9.26M +$233K +3,181 +3%
WW
180
Waterfront Wealth
Kansas
$9.24M +$417K +5,680 +5%
BJB
181
Broadhurst Jeffrey B
$9.19M +$429K +5,843 +5%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$9.16M -$2.89M -39,322 -23%
KAS
183
Kestra Advisory Services
Texas
$9.09M +$461K +6,276 +5%
TWP
184
TFO Wealth Partners
Ohio
$8.92M +$3.96K +54 +0%
CWM
185
CarsonAllaria Wealth Management
Illinois
$8.86M +$34.8K +474 +0.4%
CW
186
Curio Wealth
Maryland
$8.82M +$592K +8,061 +7%
CAL
187
Capital Analysts LLC
Pennsylvania
$8.76M +$777K +10,581 +9%
HR
188
Hardy Reed
Mississippi
$8.75M +$113K +1,545 +1%
VWM
189
Vermillion Wealth Management
Minnesota
$8.65M -$366K -4,992 -4%
KAM
190
KEB Asset Management
Illinois
$8.41M +$12.6K +172 +0.1%
CPCP
191
Cedar Point Capital Partners
Iowa
$8.31M +$74.6K +1,016 +0.9%
VPWA
192
Vestia Personal Wealth Advisors
Indiana
$8.29M +$484K +6,592 +6%
CWA
193
Cascade Wealth Advisors
Washington
$8.26M +$555K +7,566 +8%
AL
194
Aspiriant LLC
California
$8.18M -$40.2K -548 -0.5%
DWS
195
Discipline Wealth Solutions
South Carolina
$8.08M +$1.54M +20,917 +23%
PFG
196
Pinnacle Financial Group
Illinois
$8.03M -$27.1K -369 -0.3%
KAS
197
KPP Advisory Services
Kentucky
$8.01M +$382K +5,203 +5%
RWM
198
Ruedi Wealth Management
Illinois
$7.78M +$439K +5,982 +6%
PAG
199
Private Advisor Group
New Jersey
$7.78M +$116K +1,578 +1%
VAS
200
Vestmark Advisory Solutions
Massachusetts
$7.77M +$8.02M +109,239 New