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Dimensional US Small Cap ETF

765 hedge funds and large institutions have $8.83B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 331 increasing their positions, 227 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
BFG
326
Berger Financial Group
Minnesota
$2.14M
FOA
327
Five Oceans Advisors
California
$2.04M
BTWM
328
Baker Tilly Wealth Management
Wisconsin
$2.04M
CWS
329
Cypress Wealth Services
California
$2.02M
HWM
330
Hemington Wealth Management
Virginia
$2.02M
AWM
331
Ariadne Wealth Management
California
$1.99M
OC
332
Oarsman Capital
Wisconsin
$1.98M
SEI Investments
333
SEI Investments
Pennsylvania
$1.97M
IAN
334
Integrated Advisors Network
Texas
$1.96M
PAG
335
Powers Advisory Group
Illinois
$1.93M
EWP
336
Elevation Wealth Partners
California
$1.93M
SFP
337
SwitchPoint Financial Planning
Utah
$1.92M
AWE
338
Avidian Wealth Enterprises
Texas
$1.91M
AL
339
ADE LLC
Maryland
$1.9M
EWA
340
Elevate Wealth Advisory
Georgia
$1.89M
CAM
341
Cresset Asset Management
Illinois
$1.88M
JWCA
342
J.W. Cole Advisors
Florida
$1.87M
PIWA
343
Prevail Innovative Wealth Advisors
Kansas
$1.84M
CTWM
344
Cherry Tree Wealth Management
Minnesota
$1.81M
Janney Montgomery Scott
345
Janney Montgomery Scott
Pennsylvania
$1.78M
WMG
346
WESCAP Management Group
California
$1.78M
FC
347
FCA Corp
Texas
$1.77M
AWM
348
Axxcess Wealth Management
California
$1.75M
JWA
349
JFS Wealth Advisors
Pennsylvania
$1.72M
AC
350
AlphaCore Capital
California
$1.72M