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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
DFS
201
Demming Financial Services
Ohio
$7.76M
YWM
202
Yardley Wealth Management
Pennsylvania
$7.72M
CA
203
Claris Advisors
Missouri
$7.52M
CPA
204
Cardiff Park Advisors
California
$7.48M
RA
205
RFG Advisory
Alabama
$7.45M
AWMM
206
Aegis Wealth Management (Maryland)
Maryland
$7.39M
LFG
207
Larson Financial Group
Missouri
$7.39M
FWM
208
Forza Wealth Management
Florida
$7.31M
LG
209
LAM Group
Oregon
$7.2M
MA
210
MBA Advisors
Pennsylvania
$7.19M
ALWM
211
Andrews Lucia Wealth Management
California
$7.12M
PTP
212
Platform Technology Partners
New York
$7.12M
KA
213
Kooman & Associates
Pennsylvania
$7.09M
JWM
214
JDH Wealth Management
California
$7.06M
ZF
215
Zhang Financial
Michigan
$6.95M
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$6.85M
NWM
217
Navigoe Wealth Management
California
$6.84M
CAM
218
CPA Asset Management
Florida
$6.7M
JFG
219
JMG Financial Group
Illinois
$6.68M
PFPG
220
Pinnacle Financial Partners (Georgia)
Georgia
$6.67M
PF
221
Parker Financial
Washington
$6.61M
PRS
222
Pinkerton Retirement Specialists
Idaho
$6.48M
RLWM
223
RF&L Wealth Management
Massachusetts
$6.47M
KWM
224
KMT Wealth Management
California
$6.43M
AFA
225
Alpha Financial Advisors
North Carolina
$6.42M