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Dimensional US Small Cap ETF

863 hedge funds and large institutions have $9.98B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 373 increasing their positions, 217 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 28

72% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 217

16% more funds holding in top 10

Funds holding in top 10: 96111 (+15)

12% more capital invested

Capital invested by funds: $8.88B → $9.98B (+$1.1B)

10% more funds holding

Funds holding: 782863 (+81)

3.48% more ownership

Funds ownership: 78.33%81.82% (+3.5%)

Holders
863
Holders Change
+81
Holders Change %
+10.36%
% of All Funds
10.5%
Holding in Top 10
111
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.63%
% of All Funds
1.35%
New
122
Increased
373
Reduced
217
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
226
Bush Investment Group
Georgia
$6.42M +$6.35M +92,130 New
PF
227
Parker Financial
Washington
$6.3M +$15.2K +221 +0.2%
KWM
228
KMT Wealth Management
California
$6.3M
ALWM
229
Andrews Lucia Wealth Management
California
$6.26M -$53.6K -778 -0.9%
AQR Capital Management
230
AQR Capital Management
Connecticut
$6.2M +$427K +6,188 +7%
ZF
231
Zhang Financial
Michigan
$6.18M -$4.07K -59 -0.1%
PFPG
232
Pinnacle Financial Partners (Georgia)
Georgia
$6.15M +$6.08M +88,236 New
BlackRock
233
BlackRock
New York
$6.08M +$3.72M +54,003 +163%
CAM
234
CPA Asset Management
Florida
$5.87M +$470K +6,814 +9%
STCOSD
235
Sageworth Trust Company of South Dakota
South Dakota
$5.73M +$845K +12,257 +18%
SA
236
Seneschal Advisors
Washington
$5.54M -$346K -5,022 -6%
TIM
237
Tortoise Investment Management
New York
$5.44M +$33.6K +487 +0.6%
CI
238
Cordant Inc
Oregon
$5.4M +$358K +5,198 +7%
SP
239
Sherman Porfolios
Idaho
$5.32M +$4.97M +72,119 +1,729%
BAM
240
Bayshore Asset Management
Florida
$5.28M +$26.2K +380 +0.5%
PWA
241
Physician Wealth Advisors
Utah
$5.24M +$90.7K +1,316 +2%
BWM
242
Birchcreek Wealth Management
Ohio
$5.21M +$540K +7,827 +12%
AC
243
Apella Capital
Connecticut
$5.14M +$71.6K +1,039 +1%
FF
244
Frankly Finances
Florida
$5.13M +$5.08M +73,651 New
BP
245
BWM Planning
Texas
$5.11M +$5.03K +73 +0.1%
FFG
246
First Financial Group
North Carolina
$5.01M -$145K -2,110 -3%
HHWM
247
Hiley Hunt Wealth Management
Nebraska
$5.01M +$98K +1,421 +2%
QCM
248
Quantinno Capital Management
New York
$5.01M +$2.18M +31,608 +78%
BFG
249
Bouchey Financial Group
New York
$5.01M -$22.6M -327,543 -82%
NF
250
Napier Financial
Massachusetts
$4.85M +$4.8M +69,684 New