DFAS icon

Dimensional US Small Cap ETF

839 hedge funds and large institutions have $9.89B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 371 increasing their positions, 214 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
839
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
BCM
301
Blume Capital Management
California
$3.35M
HWMG
302
Harbour Wealth Management Group
South Carolina
$3.35M
TC
303
TAGStone Capital
North Carolina
$3.34M
CFGA
304
Cambridge Financial Group (Arizona)
Arizona
$3.3M
DW30
305
Drucker Wealth 3.0
New Jersey
$3.28M
SIS
306
Strategic Investment Solutions
Illinois
$3.28M
JCM
307
Jacobi Capital Management
Pennsylvania
$3.27M
FIM
308
Freedom Investment Management
Connecticut
$3.24M
HSG
309
Helen Stephens Group
Texas
$3.2M
TCBWMS
310
Texas Capital Bank Wealth Management Services
Texas
$3.13M
HTWM
311
Hartmann Taylor Wealth Management
Texas
$3.11M
BAM
312
Belleair Asset Management
Florida
$3.1M
DWM
313
Dopkins Wealth Management
New York
$3.08M
GWL
314
Generations Wealth LLC
Ohio
$3.07M
MG
315
Mather Group
Illinois
$3.06M
WANY
316
Wealthspire Advisors (New York)
New York
$3.05M
MAC
317
Mason & Associates (California)
California
$3.05M
LFGO
318
Legacy Financial Group (Oklahoma)
Oklahoma
$3.04M
PFA
319
Pettinga Financial Advisors
Indiana
$2.96M
LW
320
Lauer Wealth
Indiana
$2.94M
MGIA
321
Moneta Group Investment Advisors
Missouri
$2.94M
NFP
322
Narus Financial Partners
Utah
$2.92M
AFO
323
Aurelius Family Office
New Hampshire
$2.91M
VPF
324
Vantage Point Financial
Illinois
$2.84M
Janney Montgomery Scott
325
Janney Montgomery Scott
Pennsylvania
$2.82M