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Dimensional US Small Cap ETF

773 hedge funds and large institutions have $8.87B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 334 increasing their positions, 231 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
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
HTWM
301
Hartmann Taylor Wealth Management
Texas
$2.71M
WMP
302
Wealth Management Partners
Arizona
$2.71M
CCM
303
Cloud Capital Management
Washington
$2.67M
RCA
304
Resonant Capital Advisors
Wisconsin
$2.63M
GPWA
305
Great Point Wealth Advisors
Massachusetts
$2.63M
MFC
306
Morris Financial Concepts
South Carolina
$2.61M
SAI
307
Savvy Advisors Inc
New York
$2.6M
CWMA
308
Capstone Wealth Management (Alabama)
Alabama
$2.6M
MWML
309
M Wealth Management LLC
California
$2.55M
CA
310
Clearstead Advisors
Ohio
$2.5M
WA
311
Wealthstream Advisors
New York
$2.49M
PAM
312
Pacific Asset Management
Washington
$2.46M
WCWM
313
Willow Creek Wealth Management
California
$2.45M
FNBT
314
FineMark National Bank & Trust
Florida
$2.44M
DADC
315
D.A. Davidson & Co
Montana
$2.43M
TWA
316
Trace Wealth Advisors
California
$2.43M
BBNB
317
Baker Boyer National Bank
Washington
$2.4M
ASN
318
Advisory Services Network
Georgia
$2.39M
MGIA
319
Moneta Group Investment Advisors
Missouri
$2.37M
RCAG
320
Rehmann Capital Advisory Group
Michigan
$2.35M
QWM
321
Quadcap Wealth Management
Texas
$2.31M
WKWM
322
Walter & Keenan Wealth Management
Indiana
$2.29M
BlackRock
323
BlackRock
New York
$2.27M
EFG
324
Embree Financial Group
Illinois
$2.25M
UCFA
325
United Capital Financial Advisors
Texas
$2.22M