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Dimensional US Small Cap ETF

775 hedge funds and large institutions have $8.88B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 337 increasing their positions, 230 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
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
RCI
301
RS Crum Inc
California
$2.76M
LW
302
Lauer Wealth
Indiana
$2.72M
HTWM
303
Hartmann Taylor Wealth Management
Texas
$2.71M
WMP
304
Wealth Management Partners
Arizona
$2.71M
CCM
305
Cloud Capital Management
Washington
$2.67M
RCA
306
Resonant Capital Advisors
Wisconsin
$2.63M
GPWA
307
Great Point Wealth Advisors
Massachusetts
$2.63M
MFC
308
Morris Financial Concepts
South Carolina
$2.61M
SAI
309
Savvy Advisors Inc
New York
$2.6M
CWMA
310
Capstone Wealth Management (Alabama)
Alabama
$2.6M
MWML
311
M Wealth Management LLC
California
$2.55M
CA
312
Clearstead Advisors
Ohio
$2.5M
WA
313
Wealthstream Advisors
New York
$2.49M
PAM
314
Pacific Asset Management
Washington
$2.46M
WCWM
315
Willow Creek Wealth Management
California
$2.45M
FNBT
316
FineMark National Bank & Trust
Florida
$2.44M
DADC
317
D.A. Davidson & Co
Montana
$2.43M
TWA
318
Trace Wealth Advisors
California
$2.43M
BBNB
319
Baker Boyer National Bank
Washington
$2.4M
ASN
320
Advisory Services Network
Georgia
$2.39M
MGIA
321
Moneta Group Investment Advisors
Missouri
$2.37M
RCAG
322
Rehmann Capital Advisory Group
Michigan
$2.35M
QWM
323
Quadcap Wealth Management
Texas
$2.31M
WKWM
324
Walter & Keenan Wealth Management
Indiana
$2.29M
BlackRock
325
BlackRock
New York
$2.27M