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Dimensional US Small Cap ETF

765 hedge funds and large institutions have $8.83B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 331 increasing their positions, 227 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
GPWA
301
Great Point Wealth Advisors
Massachusetts
$2.63M
MFC
302
Morris Financial Concepts
South Carolina
$2.61M
SAI
303
Savvy Advisors Inc
New York
$2.6M
CWMA
304
Capstone Wealth Management (Alabama)
Alabama
$2.6M
MWML
305
M Wealth Management LLC
California
$2.55M
CA
306
Clearstead Advisors
Ohio
$2.5M
WA
307
Wealthstream Advisors
New York
$2.49M
PAM
308
Pacific Asset Management
Washington
$2.46M
WCWM
309
Willow Creek Wealth Management
California
$2.45M
FNBT
310
FineMark National Bank & Trust
Florida
$2.44M
DADC
311
D.A. Davidson & Co
Montana
$2.43M
TWA
312
Trace Wealth Advisors
California
$2.43M
BBNB
313
Baker Boyer National Bank
Washington
$2.4M
ASN
314
Advisory Services Network
Georgia
$2.39M
MGIA
315
Moneta Group Investment Advisors
Missouri
$2.37M
RCAG
316
Rehmann Capital Advisory Group
Michigan
$2.35M
QWM
317
Quadcap Wealth Management
Texas
$2.31M
WKWM
318
Walter & Keenan Wealth Management
Indiana
$2.29M
BlackRock
319
BlackRock
New York
$2.27M
EFG
320
Embree Financial Group
Illinois
$2.25M
UCFA
321
United Capital Financial Advisors
Texas
$2.22M
WWA
322
WCG Wealth Advisors
Nevada
$2.2M
MAG
323
Mayfair Advisory Group
Alabama
$2.18M
SPI
324
Sutton Place Investors
New York
$2.17M
CWP
325
Concord Wealth Partners
Virginia
$2.16M