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Dimensional US Small Cap ETF

765 hedge funds and large institutions have $8.83B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 331 increasing their positions, 227 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
AI
226
Atria Investments
North Carolina
$4.78M
AFG
227
Altiora Financial Group
Ohio
$4.66M
PA
228
PFG Advisors
Arizona
$4.65M
BWM
229
Birchcreek Wealth Management
Ohio
$4.59M
Envestnet Portfolio Solutions
230
Envestnet Portfolio Solutions
Illinois
$4.56M
KWA
231
Kondo Wealth Advisors
California
$4.52M
FWM
232
FMB Wealth Management
California
$4.48M
SF
233
Synovus Financial
Georgia
$4.42M
OHWP
234
Oak Harbor Wealth Partners
North Carolina
$4.41M
IAG
235
Investmark Advisory Group
Connecticut
$4.37M
WDL
236
Well Done LLC
Michigan
$4.31M
AUB
237
Atlantic Union Bankshares
Virginia
$4.28M
MSFS
238
Main Street Financial Solutions
Pennsylvania
$4.24M
WP
239
Wealthspan Partners
Iowa
$4.2M
DFC
240
DBK Financial Counsel
Ohio
$4.06M
TCM
241
TruNorth Capital Management
Michigan
$3.95M
Two Sigma Investments
242
Two Sigma Investments
New York
$3.93M
CFP
243
Cascade Financial Partners
California
$3.87M
CL
244
CLG LLC
California
$3.86M
EWA
245
EverSource Wealth Advisors
Alabama
$3.84M
FWTB
246
First Western Trust Bank
Colorado
$3.82M
SHFA
247
SC&H Financial Advisors
Maryland
$3.81M
MWP
248
Meridian Wealth Partners
Pennsylvania
$3.8M
Bank of New York Mellon
249
Bank of New York Mellon
New York
$3.8M
TF
250
TME Financial
California
$3.73M