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Dimensional US Small Cap ETF

775 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, 337 increasing their positions, 230 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
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
AC
226
Apella Capital
Connecticut
$4.92M
HHWM
227
Hiley Hunt Wealth Management
Nebraska
$4.82M
STCOSD
228
Sageworth Trust Company of South Dakota
South Dakota
$4.79M
AI
229
Atria Investments
North Carolina
$4.78M
AFG
230
Altiora Financial Group
Ohio
$4.66M
PA
231
PFG Advisors
Arizona
$4.65M
BWM
232
Birchcreek Wealth Management
Ohio
$4.59M
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$4.56M
KWA
234
Kondo Wealth Advisors
California
$4.52M
FWM
235
FMB Wealth Management
California
$4.48M
SF
236
Synovus Financial
Georgia
$4.42M
OHWP
237
Oak Harbor Wealth Partners
North Carolina
$4.41M
IAG
238
Investmark Advisory Group
Connecticut
$4.37M
WDL
239
Well Done LLC
Michigan
$4.31M
AUB
240
Atlantic Union Bankshares
Virginia
$4.28M
MSFS
241
Main Street Financial Solutions
Pennsylvania
$4.24M
WP
242
Wealthspan Partners
Iowa
$4.2M
DFC
243
DBK Financial Counsel
Ohio
$4.06M
TCM
244
TruNorth Capital Management
Michigan
$3.95M
Two Sigma Investments
245
Two Sigma Investments
New York
$3.93M
CFP
246
Cascade Financial Partners
California
$3.87M
CL
247
CLG LLC
California
$3.86M
EWA
248
EverSource Wealth Advisors
Alabama
$3.84M
FWTB
249
First Western Trust Bank
Colorado
$3.82M
SHFA
250
SC&H Financial Advisors
Maryland
$3.81M