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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
MOS
251
MGO One Seven
Ohio
$3.72M
CIA
252
Concurrent Investment Advisors
Florida
$3.67M
PWS
253
Physician Wealth Solutions
Nevada
$3.62M
1WA
254
180 Wealth Advisors
Washington
$3.59M
GFA
255
Grunden Financial Advisory
Texas
$3.59M
GJIA
256
Glass Jacobson Investment Advisors
Maryland
$3.54M
MWM
257
Modern Wealth Management
Kansas
$3.53M
IAG
258
Investment Advisory Group
Massachusetts
$3.51M
AWM
259
Accredited Wealth Management
Kentucky
$3.5M
SF
260
Strategent Financial
Virginia
$3.42M
KIM
261
Kestra Investment Management
Texas
$3.41M
BTI
262
Blue Trust Inc
Georgia
$3.37M
PFA
263
Pettinga Financial Advisors
Indiana
$3.37M
TAM
264
TCP Asset Management
Ohio
$3.33M
BCM
265
Blume Capital Management
California
$3.3M
TC
266
TAGStone Capital
North Carolina
$3.28M
MAC
267
Mason & Associates (California)
California
$3.26M
HIA
268
HTG Investment Advisors
Connecticut
$3.24M
FIM
269
Freedom Investment Management
Connecticut
$3.2M
IWM
270
IHT Wealth Management
Illinois
$3.19M
BA
271
BCM Advisors
Louisiana
$3.18M
HSG
272
Helen Stephens Group
Texas
$3.17M
SCTC
273
Sanibel Captiva Trust Company
Florida
$3.15M
DW30
274
Drucker Wealth 3.0
New Jersey
$3.13M
SEIA
275
Signature Estate & Investment Advisors
California
$3.11M