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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
MWP
251
Meridian Wealth Partners
Pennsylvania
$3.8M +$512K +7,676 +16%
Bank of New York Mellon
252
Bank of New York Mellon
New York
$3.8M -$31.9K -478 -0.9%
TF
253
TME Financial
California
$3.73M +$284K +4,253 +8%
MOS
254
MGO One Seven
Ohio
$3.72M +$1.94M +29,134 +116%
CIA
255
Concurrent Investment Advisors
Florida
$3.67M +$1.49M +22,265 +71%
PWS
256
Physician Wealth Solutions
Nevada
$3.62M
1WA
257
180 Wealth Advisors
Washington
$3.59M +$430K +6,437 +14%
GFA
258
Grunden Financial Advisory
Texas
$3.59M -$48.1K -720 -1%
GJIA
259
Glass Jacobson Investment Advisors
Maryland
$3.54M +$56.9K +853 +2%
MWM
260
Modern Wealth Management
Kansas
$3.53M +$160K +2,403 +5%
IAG
261
Investment Advisory Group
Massachusetts
$3.51M -$2.2K -33 -0.1%
AWM
262
Accredited Wealth Management
Kentucky
$3.5M -$1.04M -15,527 -70%
SF
263
Strategent Financial
Virginia
$3.42M +$171K +2,557 +5%
KIM
264
Kestra Investment Management
Texas
$3.41M +$337K +5,045 +11%
BTI
265
Blue Trust Inc
Georgia
$3.37M +$90.9K +1,362 +3%
PFA
266
Pettinga Financial Advisors
Indiana
$3.37M +$320K +4,800 +11%
SIS
267
Strategic Investment Solutions
Illinois
$3.35M -$67 -1 -0%
TAM
268
TCP Asset Management
Ohio
$3.33M +$190K +2,843 +6%
BCM
269
Blume Capital Management
California
$3.3M -$25K -375 -0.8%
TC
270
TAGStone Capital
North Carolina
$3.28M +$3.27K +49 +0.1%
MAC
271
Mason & Associates (California)
California
$3.26M +$125K +1,871 +4%
HIA
272
HTG Investment Advisors
Connecticut
$3.24M +$281K +4,210 +10%
FIM
273
Freedom Investment Management
Connecticut
$3.2M -$67.3K -1,008 -2%
IWM
274
IHT Wealth Management
Illinois
$3.19M +$109K +1,627 +4%
BA
275
BCM Advisors
Louisiana
$3.18M +$67.1K +1,006 +2%