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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
GAM
176
GEM Asset Management
Michigan
$9.45M
CPA
177
Capital Performance Advisors
California
$9.37M
1WM
178
1900 Wealth Management
Texas
$9.36M
BCA
179
Ballentine Capital Advisors
South Carolina
$9.26M
WW
180
Waterfront Wealth
Kansas
$9.24M
BJB
181
Broadhurst Jeffrey B
$9.19M
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$9.16M
KAS
183
Kestra Advisory Services
Texas
$9.09M
TWP
184
TFO Wealth Partners
Ohio
$8.92M
CWM
185
CarsonAllaria Wealth Management
Illinois
$8.86M
CW
186
Curio Wealth
Maryland
$8.82M
CAL
187
Capital Analysts LLC
Pennsylvania
$8.76M
HR
188
Hardy Reed
Mississippi
$8.75M
VWM
189
Vermillion Wealth Management
Minnesota
$8.65M
KAM
190
KEB Asset Management
Illinois
$8.41M
CPCP
191
Cedar Point Capital Partners
Iowa
$8.31M
VPWA
192
Vestia Personal Wealth Advisors
Indiana
$8.29M
CWA
193
Cascade Wealth Advisors
Washington
$8.26M
AL
194
Aspiriant LLC
California
$8.18M
DWS
195
Discipline Wealth Solutions
South Carolina
$8.08M
PFG
196
Pinnacle Financial Group
Illinois
$8.03M
KAS
197
KPP Advisory Services
Kentucky
$8.01M
RWM
198
Ruedi Wealth Management
Illinois
$7.78M
PAG
199
Private Advisor Group
New Jersey
$7.78M
VAS
200
Vestmark Advisory Solutions
Massachusetts
$7.77M