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Dimensional US Small Cap ETF

839 hedge funds and large institutions have $9.89B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 371 increasing their positions, 214 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
839
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
Envestnet Portfolio Solutions
251
Envestnet Portfolio Solutions
Illinois
$4.73M
OHWP
252
Oak Harbor Wealth Partners
North Carolina
$4.7M
KWA
253
Kondo Wealth Advisors
California
$4.61M
GFA
254
Grunden Financial Advisory
Texas
$4.58M
MWP
255
Meridian Wealth Partners
Pennsylvania
$4.58M
PA
256
PFG Advisors
Arizona
$4.57M
FWM
257
FMB Wealth Management
California
$4.52M
DFC
258
DBK Financial Counsel
Ohio
$4.5M
IAG
259
Investmark Advisory Group
Connecticut
$4.48M
TF
260
TME Financial
California
$4.38M
KIM
261
Kestra Investment Management
Texas
$4.37M
KCWM
262
Kane Co Wealth Management
Iowa
$4.31M
WDL
263
Well Done LLC
Michigan
$4.26M
WP
264
Wealthspan Partners
Iowa
$4.23M
Bank of New York Mellon
265
Bank of New York Mellon
New York
$4.18M
MOS
266
MGO One Seven
Ohio
$4.07M
CIA
267
Concurrent Investment Advisors
Florida
$4.03M
TCM
268
TruNorth Capital Management
Michigan
$4.02M
1WA
269
180 Wealth Advisors
Washington
$4M
GA
270
Greenspring Advisors
Maryland
$3.99M
SHFA
271
SC&H Financial Advisors
Maryland
$3.97M
SF
272
Strategent Financial
Virginia
$3.96M
CFP
273
Cascade Financial Partners
California
$3.94M
SEIA
274
Signature Estate & Investment Advisors
California
$3.92M
CL
275
CLG LLC
California
$3.92M