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Dimensional US Small Cap ETF

783 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, 342 increasing their positions, 230 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

49% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 230

10% more capital invested

Capital invested by funds: $8.06B → $8.88B (+$825M)

2% more funds holding

Funds holding: 769783 (+14)

0% more funds holding in top 10

Funds holding in top 10: 9696 (0)

0.75% less ownership

Funds ownership: 79.09%78.34% (-0.75%)

Holders
783
Holders Change
+14
Holders Change %
+1.82%
% of All Funds
10.28%
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.26%
New
53
Increased
342
Reduced
230
Closed
25
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 +$32K +479 +1%
HTWM
303
Hartmann Taylor Wealth Management
Texas
$2.71M +$759K +11,368 +40%
WMP
304
Wealth Management Partners
Arizona
$2.71M +$276K +4,128 +12%
CCM
305
Cloud Capital Management
Washington
$2.67M +$6.41K +96 +0.2%
RCA
306
Resonant Capital Advisors
Wisconsin
$2.63M -$37.6K -564 -1%
GPWA
307
Great Point Wealth Advisors
Massachusetts
$2.63M +$2.56M +38,419 New
MFC
308
Morris Financial Concepts
South Carolina
$2.61M +$265K +3,963 +12%
SAI
309
Savvy Advisors Inc
New York
$2.6M +$130K +1,948 +5%
CWMA
310
Capstone Wealth Management (Alabama)
Alabama
$2.6M -$2.4K -36 -0.1%
MWML
311
M Wealth Management LLC
California
$2.55M -$27.1K -406 -1%
CA
312
Clearstead Advisors
Ohio
$2.5M +$52.3K +784 +2%
WA
313
Wealthstream Advisors
New York
$2.49M -$168K -2,516 -6%
PAM
314
Pacific Asset Management
Washington
$2.46M +$23.3K +349 +1%
WCWM
315
Willow Creek Wealth Management
California
$2.45M +$934 +14 +0%
FNBT
316
FineMark National Bank & Trust
Florida
$2.44M +$1.23M +18,460 +107%
DADC
317
D.A. Davidson & Co
Montana
$2.43M +$86.5K +1,296 +4%
TWA
318
Trace Wealth Advisors
California
$2.43M +$200 +3 +0%
BBNB
319
Baker Boyer National Bank
Washington
$2.4M +$59.3K +888 +3%
ASN
320
Advisory Services Network
Georgia
$2.39M +$5.14K +77 +0.2%
MGIA
321
Moneta Group Investment Advisors
Missouri
$2.37M -$67 -1 -0%
RCAG
322
Rehmann Capital Advisory Group
Michigan
$2.35M +$2.47K +37 +0.1%
QWM
323
Quadcap Wealth Management
Texas
$2.31M -$38.8K -581 -2%
WKWM
324
Walter & Keenan Wealth Management
Indiana
$2.29M -$103K -1,542 -4%
BlackRock
325
BlackRock
New York
$2.27M +$2.16M +32,346 +3,796%