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Dimensional US Small Cap ETF

773 hedge funds and large institutions have $8.87B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 334 increasing their positions, 231 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
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
Bank of New York Mellon
251
Bank of New York Mellon
New York
$3.8M
TF
252
TME Financial
California
$3.73M
MOS
253
MGO One Seven
Ohio
$3.72M
CIA
254
Concurrent Investment Advisors
Florida
$3.67M
PWS
255
Physician Wealth Solutions
Nevada
$3.62M
1WA
256
180 Wealth Advisors
Washington
$3.59M
GFA
257
Grunden Financial Advisory
Texas
$3.59M
GJIA
258
Glass Jacobson Investment Advisors
Maryland
$3.54M
MWM
259
Modern Wealth Management
Kansas
$3.53M
IAG
260
Investment Advisory Group
Massachusetts
$3.51M
AWM
261
Accredited Wealth Management
Kentucky
$3.5M
SF
262
Strategent Financial
Virginia
$3.42M
KIM
263
Kestra Investment Management
Texas
$3.41M
BTI
264
Blue Trust Inc
Georgia
$3.37M
PFA
265
Pettinga Financial Advisors
Indiana
$3.37M
SIS
266
Strategic Investment Solutions
Illinois
$3.35M
TAM
267
TCP Asset Management
Ohio
$3.33M
BCM
268
Blume Capital Management
California
$3.3M
TC
269
TAGStone Capital
North Carolina
$3.28M
MAC
270
Mason & Associates (California)
California
$3.26M
HIA
271
HTG Investment Advisors
Connecticut
$3.24M
FIM
272
Freedom Investment Management
Connecticut
$3.2M
IWM
273
IHT Wealth Management
Illinois
$3.19M
BA
274
BCM Advisors
Louisiana
$3.18M
HSG
275
Helen Stephens Group
Texas
$3.17M