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Dimensional US Small Cap ETF

773 hedge funds and large institutions have $8.87B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 334 increasing their positions, 231 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
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
WWA
326
WCG Wealth Advisors
Nevada
$2.2M
MAG
327
Mayfair Advisory Group
Alabama
$2.18M
SPI
328
Sutton Place Investors
New York
$2.17M
CWP
329
Concord Wealth Partners
Virginia
$2.16M
BFG
330
Berger Financial Group
Minnesota
$2.14M
FOA
331
Five Oceans Advisors
California
$2.04M
BTWM
332
Baker Tilly Wealth Management
Wisconsin
$2.04M
CWS
333
Cypress Wealth Services
California
$2.02M
HWM
334
Hemington Wealth Management
Virginia
$2.02M
AWM
335
Ariadne Wealth Management
California
$1.99M
OC
336
Oarsman Capital
Wisconsin
$1.98M
SEI Investments
337
SEI Investments
Pennsylvania
$1.97M
IAN
338
Integrated Advisors Network
Texas
$1.96M
PAG
339
Powers Advisory Group
Illinois
$1.93M
EWP
340
Elevation Wealth Partners
California
$1.93M
SFP
341
SwitchPoint Financial Planning
Utah
$1.92M
AWE
342
Avidian Wealth Enterprises
Texas
$1.91M
AL
343
ADE LLC
Maryland
$1.9M
EWA
344
Elevate Wealth Advisory
Georgia
$1.89M
CAM
345
Cresset Asset Management
Illinois
$1.88M
JWCA
346
J.W. Cole Advisors
Florida
$1.87M
PIWA
347
Prevail Innovative Wealth Advisors
Kansas
$1.84M
CTWM
348
Cherry Tree Wealth Management
Minnesota
$1.81M
Janney Montgomery Scott
349
Janney Montgomery Scott
Pennsylvania
$1.78M
WMG
350
WESCAP Management Group
California
$1.78M