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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
DFS
201
Demming Financial Services
Ohio
$7.76M -$53.4K -728 -0.7%
YWM
202
Yardley Wealth Management
Pennsylvania
$7.72M -$151K -2,061 -2%
CA
203
Claris Advisors
Missouri
$7.52M -$31K -423 -0.4%
CPA
204
Cardiff Park Advisors
California
$7.48M -$1.45M -19,700 -16%
RA
205
RFG Advisory
Alabama
$7.45M -$396K -5,399 -5%
AWMM
206
Aegis Wealth Management (Maryland)
Maryland
$7.39M +$213K +2,904 +3%
LFG
207
Larson Financial Group
Missouri
$7.39M -$514K -7,006 -6%
RA
208
Ruggaard & Associates
Ohio
$7.39M -$191K -2,599 -2%
FWM
209
Forza Wealth Management
Florida
$7.31M +$512K +6,980 +7%
LG
210
LAM Group
Oregon
$7.2M -$46.1K -628 -0.6%
MA
211
MBA Advisors
Pennsylvania
$7.19M +$487K +6,642 +7%
ALWM
212
Andrews Lucia Wealth Management
California
$7.12M +$757K +10,319 +11%
PTP
213
Platform Technology Partners
New York
$7.12M +$453K +6,176 +7%
KA
214
Kooman & Associates
Pennsylvania
$7.09M +$96.8K +1,319 +1%
JWM
215
JDH Wealth Management
California
$7.06M -$4.77K -65 -0.1%
ZF
216
Zhang Financial
Michigan
$6.95M +$662K +9,015 +10%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$6.85M -$914K -12,449 -11%
NWM
218
Navigoe Wealth Management
California
$6.84M +$21.8K +297 +0.3%
CAM
219
CPA Asset Management
Florida
$6.7M +$727K +9,908 +12%
JFG
220
JMG Financial Group
Illinois
$6.68M -$41.4K -564 -0.6%
PFPG
221
Pinnacle Financial Partners (Georgia)
Georgia
$6.67M +$408K +5,560 +6%
PF
222
Parker Financial
Washington
$6.61M +$201K +2,734 +3%
NA
223
NewEdge Advisors
Louisiana
$6.51M -$110K -1,501 -2%
PRS
224
Pinkerton Retirement Specialists
Idaho
$6.48M -$207K -2,819 -3%
RLWM
225
RF&L Wealth Management
Massachusetts
$6.47M -$155K -2,106 -2%