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Dimensional US Small Cap ETF

783 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, 342 increasing their positions, 230 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

49% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 230

10% more capital invested

Capital invested by funds: $8.06B → $8.88B (+$825M)

2% more funds holding

Funds holding: 769783 (+14)

0% more funds holding in top 10

Funds holding in top 10: 9696 (0)

0.75% less ownership

Funds ownership: 79.09%78.34% (-0.75%)

Holders
783
Holders Change
+14
Holders Change %
+1.82%
% of All Funds
10.28%
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.26%
New
53
Increased
342
Reduced
230
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
326
Embree Financial Group
Illinois
$2.25M -$786K -11,772 -26%
UCFA
327
United Capital Financial Advisors
Texas
$2.22M -$184K -2,754 -8%
WWA
328
WCG Wealth Advisors
Nevada
$2.2M +$39.4K +591 +2%
MAG
329
Mayfair Advisory Group
Alabama
$2.18M +$4.41K +66 +0.2%
SPI
330
Sutton Place Investors
New York
$2.17M -$2.47K -37 -0.1%
CWP
331
Concord Wealth Partners
Virginia
$2.16M +$3.2K +48 +0.2%
BFG
332
Berger Financial Group
Minnesota
$2.14M -$34.4K -516 -2%
FOA
333
Five Oceans Advisors
California
$2.04M -$16.5K -247 -0.8%
BTWM
334
Baker Tilly Wealth Management
Wisconsin
$2.04M +$4.91M +73,622 New
CWS
335
Cypress Wealth Services
California
$2.02M -$42.1K -631 -2%
HWM
336
Hemington Wealth Management
Virginia
$2.02M
AWM
337
Ariadne Wealth Management
California
$1.99M -$90.3K -1,353 -4%
OC
338
Oarsman Capital
Wisconsin
$1.98M -$209K -3,127 -10%
SEI Investments
339
SEI Investments
Pennsylvania
$1.97M +$244K +3,655 +15%
IAN
340
Integrated Advisors Network
Texas
$1.96M +$25.2K +377 +1%
PAG
341
Powers Advisory Group
Illinois
$1.93M +$368K +5,511 +24%
EWP
342
Elevation Wealth Partners
California
$1.93M +$36.6K +549 +2%
SFP
343
SwitchPoint Financial Planning
Utah
$1.92M
AWE
344
Avidian Wealth Enterprises
Texas
$1.91M +$14.6K +219 +0.8%
AL
345
ADE LLC
Maryland
$1.9M +$932K +13,967 +101%
EWA
346
Elevate Wealth Advisory
Georgia
$1.89M -$33.6K -504 -2%
JWCA
347
J.W. Cole Advisors
Florida
$1.87M +$223K +3,337 +14%
PIWA
348
Prevail Innovative Wealth Advisors
Kansas
$1.84M -$119K -1,778 -6%
CTWM
349
Cherry Tree Wealth Management
Minnesota
$1.81M +$186K +2,785 +12%
Janney Montgomery Scott
350
Janney Montgomery Scott
Pennsylvania
$1.78M +$222K +3,319 +15%