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Dimensional US Small Cap ETF

783 hedge funds and large institutions have $8.88B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 342 increasing their positions, 230 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

49% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 230

10% more capital invested

Capital invested by funds: $8.06B → $8.88B (+$825M)

2% more funds holding

Funds holding: 769783 (+14)

0% more funds holding in top 10

Funds holding in top 10: 9696 (0)

0.75% less ownership

Funds ownership: 79.09%78.34% (-0.75%)

Holders
783
Holders Change
+14
Holders Change %
+1.82%
% of All Funds
10.28%
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.26%
New
53
Increased
342
Reduced
230
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
Apella Capital
Connecticut
$4.92M -$81.6K -1,223 -2%
HHWM
227
Hiley Hunt Wealth Management
Nebraska
$4.82M +$285K +4,266 +6%
STCOSD
228
Sageworth Trust Company of South Dakota
South Dakota
$4.79M -$182K -2,731 -4%
AI
229
Atria Investments
North Carolina
$4.78M -$4.48M -67,058 -49%
AFG
230
Altiora Financial Group
Ohio
$4.66M -$481K -7,202 -10%
PA
231
PFG Advisors
Arizona
$4.65M +$630K +9,437 +16%
BWM
232
Birchcreek Wealth Management
Ohio
$4.59M +$454K +6,800 +11%
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$4.56M -$365K -5,473 -8%
KWA
234
Kondo Wealth Advisors
California
$4.52M -$127K -1,899 -3%
FWM
235
FMB Wealth Management
California
$4.48M -$41.4K -620 -0.9%
SF
236
Synovus Financial
Georgia
$4.42M +$982K +14,718 +30%
OHWP
237
Oak Harbor Wealth Partners
North Carolina
$4.41M +$486K +7,283 +13%
IAG
238
Investmark Advisory Group
Connecticut
$4.37M -$95K -1,424 -2%
WDL
239
Well Done LLC
Michigan
$4.31M -$80K -1,199 -2%
AUB
240
Atlantic Union Bankshares
Virginia
$4.28M +$731K +10,955 +21%
MSFS
241
Main Street Financial Solutions
Pennsylvania
$4.24M -$724K -10,847 -15%
WP
242
Wealthspan Partners
Iowa
$4.2M +$30K +450 +0.7%
DFC
243
DBK Financial Counsel
Ohio
$4.06M +$139K +2,078 +4%
TCM
244
TruNorth Capital Management
Michigan
$3.95M +$400 +6 +0%
Two Sigma Investments
245
Two Sigma Investments
New York
$3.93M +$3.83M +57,400 New
CFP
246
Cascade Financial Partners
California
$3.87M -$8.68K -130 -0.2%
CL
247
CLG LLC
California
$3.86M +$6.67K +100 +0.2%
EWA
248
EverSource Wealth Advisors
Alabama
$3.84M -$2.25M -33,770 -38%
FWTB
249
First Western Trust Bank
Colorado
$3.82M -$216K -3,239 -5%
SHFA
250
SC&H Financial Advisors
Maryland
$3.81M -$50.5K -756 -1%