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Dimensional US Small Cap ETF

849 hedge funds and large institutions have $9.96B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 372 increasing their positions, 215 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
AFG
251
Altiora Financial Group
Ohio
$4.74M
AUB
252
Atlantic Union Bankshares
Virginia
$4.74M
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$4.73M
OHWP
254
Oak Harbor Wealth Partners
North Carolina
$4.7M
KWA
255
Kondo Wealth Advisors
California
$4.61M
GFA
256
Grunden Financial Advisory
Texas
$4.58M
MWP
257
Meridian Wealth Partners
Pennsylvania
$4.58M
PA
258
PFG Advisors
Arizona
$4.57M
FWM
259
FMB Wealth Management
California
$4.52M
DFC
260
DBK Financial Counsel
Ohio
$4.5M
IAG
261
Investmark Advisory Group
Connecticut
$4.48M
TF
262
TME Financial
California
$4.38M
KIM
263
Kestra Investment Management
Texas
$4.37M
KCWM
264
Kane Co Wealth Management
Iowa
$4.31M
WDL
265
Well Done LLC
Michigan
$4.26M
WP
266
Wealthspan Partners
Iowa
$4.23M
Bank of New York Mellon
267
Bank of New York Mellon
New York
$4.18M
MOS
268
MGO One Seven
Ohio
$4.07M
CIA
269
Concurrent Investment Advisors
Florida
$4.03M
TCM
270
TruNorth Capital Management
Michigan
$4.02M
1WA
271
180 Wealth Advisors
Washington
$4M
GA
272
Greenspring Advisors
Maryland
$3.99M
SHFA
273
SC&H Financial Advisors
Maryland
$3.97M
SF
274
Strategent Financial
Virginia
$3.96M
CFP
275
Cascade Financial Partners
California
$3.94M