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Dimensional US Small Cap ETF

773 hedge funds and large institutions have $8.87B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 334 increasing their positions, 231 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
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
HHWM
226
Hiley Hunt Wealth Management
Nebraska
$4.82M
STCOSD
227
Sageworth Trust Company of South Dakota
South Dakota
$4.79M
AI
228
Atria Investments
North Carolina
$4.78M
AFG
229
Altiora Financial Group
Ohio
$4.66M
PA
230
PFG Advisors
Arizona
$4.65M
BWM
231
Birchcreek Wealth Management
Ohio
$4.59M
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$4.56M
KWA
233
Kondo Wealth Advisors
California
$4.52M
FWM
234
FMB Wealth Management
California
$4.48M
SF
235
Synovus Financial
Georgia
$4.42M
OHWP
236
Oak Harbor Wealth Partners
North Carolina
$4.41M
IAG
237
Investmark Advisory Group
Connecticut
$4.37M
WDL
238
Well Done LLC
Michigan
$4.31M
AUB
239
Atlantic Union Bankshares
Virginia
$4.28M
MSFS
240
Main Street Financial Solutions
Pennsylvania
$4.24M
WP
241
Wealthspan Partners
Iowa
$4.2M
DFC
242
DBK Financial Counsel
Ohio
$4.06M
TCM
243
TruNorth Capital Management
Michigan
$3.95M
Two Sigma Investments
244
Two Sigma Investments
New York
$3.93M
CFP
245
Cascade Financial Partners
California
$3.87M
CL
246
CLG LLC
California
$3.86M
EWA
247
EverSource Wealth Advisors
Alabama
$3.84M
FWTB
248
First Western Trust Bank
Colorado
$3.82M
SHFA
249
SC&H Financial Advisors
Maryland
$3.81M
MWP
250
Meridian Wealth Partners
Pennsylvania
$3.8M