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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
SA
251
Sanctuary Advisors
Indiana
$4.8M +$1.95M +28,307 +70%
AFG
252
Altiora Financial Group
Ohio
$4.74M -$2.21K -32 -0%
AUB
253
Atlantic Union Bankshares
Virginia
$4.74M +$378K +5,489 +9%
Envestnet Portfolio Solutions
254
Envestnet Portfolio Solutions
Illinois
$4.73M +$93.1K +1,350 +2%
OHWP
255
Oak Harbor Wealth Partners
North Carolina
$4.7M +$212K +3,069 +5%
KWA
256
Kondo Wealth Advisors
California
$4.61M +$6.41K +93 +0.1%
GFA
257
Grunden Financial Advisory
Texas
$4.58M +$921K +13,356 +25%
MWP
258
Meridian Wealth Partners
Pennsylvania
$4.58M +$699K +10,142 +18%
PA
259
PFG Advisors
Arizona
$4.57M -$155K -2,252 -3%
FWM
260
FMB Wealth Management
California
$4.52M -$30.1K -437 -0.7%
DFC
261
DBK Financial Counsel
Ohio
$4.5M +$363K +5,265 +9%
IAG
262
Investmark Advisory Group
Connecticut
$4.48M +$32K +464 +0.7%
TF
263
TME Financial
California
$4.38M +$573K +8,312 +15%
KIM
264
Kestra Investment Management
Texas
$4.37M +$886K +12,849 +26%
KCWM
265
Kane Co Wealth Management
Iowa
$4.31M +$4.27M +61,890 New
WDL
266
Well Done LLC
Michigan
$4.26M -$126K -1,834 -3%
WP
267
Wealthspan Partners
Iowa
$4.23M -$39.9K -579 -0.9%
Bank of New York Mellon
268
Bank of New York Mellon
New York
$4.18M +$311K +4,510 +8%
MOS
269
MGO One Seven
Ohio
$4.07M +$283K +4,108 +8%
TFA
270
TrustWell Financial Advisors
Florida
$4.05M +$4.01M +58,203 New
CIA
271
Concurrent Investment Advisors
Florida
$4.03M +$283K +4,104 +8%
TCM
272
TruNorth Capital Management
Michigan
$4.02M +$345 +5 +0%
1WA
273
180 Wealth Advisors
Washington
$4M +$345K +5,011 +10%
GA
274
Greenspring Advisors
Maryland
$3.99M +$3.13M +45,367 +383%
SHFA
275
SC&H Financial Advisors
Maryland
$3.97M +$83.5K +1,211 +2%