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Dimensional US Small Cap ETF

864 hedge funds and large institutions have $9.98B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 373 increasing their positions, 218 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 28

71% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 218

16% more funds holding in top 10

Funds holding in top 10: 96111 (+15)

12% more capital invested

Capital invested by funds: $8.88B → $9.98B (+$1.1B)

10% more funds holding

Funds holding: 782864 (+82)

3.48% more ownership

Funds ownership: 78.33%81.82% (+3.5%)

Holders
864
Holders Change
+82
Holders Change %
+10.49%
% of All Funds
10.51%
Holding in Top 10
111
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.63%
% of All Funds
1.35%
New
122
Increased
373
Reduced
218
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
301
Colony Family Offices
North Carolina
$3.46M +$593K +8,599 +21%
MCA
302
Maryland Capital Advisors
Maryland
$3.46M +$308K +4,470 +10%
HIA
303
HTG Investment Advisors
Connecticut
$3.45M +$152K +2,208 +5%
IWM
304
IHT Wealth Management
Illinois
$3.38M +$132K +1,912 +4%
BCM
305
Blume Capital Management
California
$3.35M -$6.89K -100 -0.2%
HWMG
306
Harbour Wealth Management Group
South Carolina
$3.35M +$3.31M +48,080 New
TC
307
TAGStone Capital
North Carolina
$3.34M +$6.34K +92 +0.2%
CFGA
308
Cambridge Financial Group (Arizona)
Arizona
$3.3M +$342K +4,963 +11%
DW30
309
Drucker Wealth 3.0
New Jersey
$3.28M +$91.3K +1,324 +3%
SIS
310
Strategic Investment Solutions
Illinois
$3.28M -$130K -1,882 -4%
JCM
311
Jacobi Capital Management
Pennsylvania
$3.27M +$326K +4,724 +11%
FIM
312
Freedom Investment Management
Connecticut
$3.24M -$14.7K -213 -0.5%
HSG
313
Helen Stephens Group
Texas
$3.2M -$22.6K -328 -0.7%
TCBWMS
314
Texas Capital Bank Wealth Management Services
Texas
$3.13M
HTWM
315
Hartmann Taylor Wealth Management
Texas
$3.11M +$351K +5,091 +13%
BAM
316
Belleair Asset Management
Florida
$3.1M +$3.06M +44,446 New
DWM
317
Dopkins Wealth Management
New York
$3.08M +$6.2K +90 +0.2%
GWL
318
Generations Wealth LLC
Ohio
$3.07M +$3.04M +44,072 New
MG
319
Mather Group
Illinois
$3.06M -$34.4K -499 -1%
WANY
320
Wealthspire Advisors (New York)
New York
$3.05M +$38.1K +553 +1%
MAC
321
Mason & Associates (California)
California
$3.05M -$264K -3,824 -8%
LFGO
322
Legacy Financial Group (Oklahoma)
Oklahoma
$3.04M +$87.7K +1,272 +3%
DWM
323
DWR Wealth Management
California
$3.01M +$2.95M +42,772 New
PFA
324
Pettinga Financial Advisors
Indiana
$2.96M -$465K -6,750 -14%
LW
325
Lauer Wealth
Indiana
$2.94M +$53.4K +774 +2%