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Dimensional US Small Cap ETF

849 hedge funds and large institutions have $9.96B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 372 increasing their positions, 215 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
HIA
301
HTG Investment Advisors
Connecticut
$3.45M
IWM
302
IHT Wealth Management
Illinois
$3.38M
BCM
303
Blume Capital Management
California
$3.35M
HWMG
304
Harbour Wealth Management Group
South Carolina
$3.35M
TC
305
TAGStone Capital
North Carolina
$3.34M
CFGA
306
Cambridge Financial Group (Arizona)
Arizona
$3.3M
DW30
307
Drucker Wealth 3.0
New Jersey
$3.28M
SIS
308
Strategic Investment Solutions
Illinois
$3.28M
JCM
309
Jacobi Capital Management
Pennsylvania
$3.27M
FIM
310
Freedom Investment Management
Connecticut
$3.24M
HSG
311
Helen Stephens Group
Texas
$3.2M
TCBWMS
312
Texas Capital Bank Wealth Management Services
Texas
$3.13M
HTWM
313
Hartmann Taylor Wealth Management
Texas
$3.11M
BAM
314
Belleair Asset Management
Florida
$3.1M
DWM
315
Dopkins Wealth Management
New York
$3.08M
GWL
316
Generations Wealth LLC
Ohio
$3.07M
MG
317
Mather Group
Illinois
$3.06M
WANY
318
Wealthspire Advisors (New York)
New York
$3.05M
MAC
319
Mason & Associates (California)
California
$3.05M
LFGO
320
Legacy Financial Group (Oklahoma)
Oklahoma
$3.04M
DWML
321
DWR WEALTH MANAGEMENT, LLC
California
$3.01M
PFA
322
Pettinga Financial Advisors
Indiana
$2.96M
LW
323
Lauer Wealth
Indiana
$2.94M
MGIA
324
Moneta Group Investment Advisors
Missouri
$2.94M
NFP
325
Narus Financial Partners
Utah
$2.92M