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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
MWP
251
Meridian Wealth Partners
Pennsylvania
$3.8M
Bank of New York Mellon
252
Bank of New York Mellon
New York
$3.8M
TF
253
TME Financial
California
$3.73M
MOS
254
MGO One Seven
Ohio
$3.72M
CIA
255
Concurrent Investment Advisors
Florida
$3.67M
PWS
256
Physician Wealth Solutions
Nevada
$3.62M
1WA
257
180 Wealth Advisors
Washington
$3.59M
GFA
258
Grunden Financial Advisory
Texas
$3.59M
GJIA
259
Glass Jacobson Investment Advisors
Maryland
$3.54M
MWM
260
Modern Wealth Management
Kansas
$3.53M
IAG
261
Investment Advisory Group
Massachusetts
$3.51M
AWM
262
Accredited Wealth Management
Kentucky
$3.5M
SF
263
Strategent Financial
Virginia
$3.42M
KIM
264
Kestra Investment Management
Texas
$3.41M
BTI
265
Blue Trust Inc
Georgia
$3.37M
PFA
266
Pettinga Financial Advisors
Indiana
$3.37M
SIS
267
Strategic Investment Solutions
Illinois
$3.35M
TAM
268
TCP Asset Management
Ohio
$3.33M
BCM
269
Blume Capital Management
California
$3.3M
TC
270
TAGStone Capital
North Carolina
$3.28M
MAC
271
Mason & Associates (California)
California
$3.26M
HIA
272
HTG Investment Advisors
Connecticut
$3.24M
FIM
273
Freedom Investment Management
Connecticut
$3.2M
IWM
274
IHT Wealth Management
Illinois
$3.19M
BA
275
BCM Advisors
Louisiana
$3.18M