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Dimensional US Small Cap ETF

775 hedge funds and large institutions have $8.88B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 337 increasing their positions, 230 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
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
EFG
326
Embree Financial Group
Illinois
$2.25M
UCFA
327
United Capital Financial Advisors
Texas
$2.22M
WWA
328
WCG Wealth Advisors
Nevada
$2.2M
MAG
329
Mayfair Advisory Group
Alabama
$2.18M
SPI
330
Sutton Place Investors
New York
$2.17M
CWP
331
Concord Wealth Partners
Virginia
$2.16M
BFG
332
Berger Financial Group
Minnesota
$2.14M
FOA
333
Five Oceans Advisors
California
$2.04M
BTWM
334
Baker Tilly Wealth Management
Wisconsin
$2.04M
CWS
335
Cypress Wealth Services
California
$2.02M
HWM
336
Hemington Wealth Management
Virginia
$2.02M
AWM
337
Ariadne Wealth Management
California
$1.99M
OC
338
Oarsman Capital
Wisconsin
$1.98M
SEI Investments
339
SEI Investments
Pennsylvania
$1.97M
IAN
340
Integrated Advisors Network
Texas
$1.96M
PAG
341
Powers Advisory Group
Illinois
$1.93M
EWP
342
Elevation Wealth Partners
California
$1.93M
SFP
343
SwitchPoint Financial Planning
Utah
$1.92M
AWE
344
Avidian Wealth Enterprises
Texas
$1.91M
AL
345
ADE LLC
Maryland
$1.9M
EWA
346
Elevate Wealth Advisory
Georgia
$1.89M
JWCA
347
J.W. Cole Advisors
Florida
$1.87M
PIWA
348
Prevail Innovative Wealth Advisors
Kansas
$1.84M
CTWM
349
Cherry Tree Wealth Management
Minnesota
$1.81M
Janney Montgomery Scott
350
Janney Montgomery Scott
Pennsylvania
$1.78M