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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
WP
351
Westmount Partners
California
$1.71M
AAA
352
AG Asset Advisory
California
$1.71M
IWC
353
Integrated Wealth Concepts
Massachusetts
$1.71M
TIAA Trust, National Association
354
TIAA Trust, National Association
North Carolina
$1.69M
PNC Financial Services Group
355
PNC Financial Services Group
Pennsylvania
$1.69M
SWA
356
Stratos Wealth Advisors
Ohio
$1.67M
LW
357
Linscomb Wealth
Texas
$1.67M
EWA
358
Exencial Wealth Advisors
Oklahoma
$1.66M
GLLW
359
Graves Light Lenhart Wealth
Virginia
$1.66M
RGF
360
Retirement Guys Formula
Ohio
$1.65M
SWP
361
Stratos Wealth Partners
Ohio
$1.63M
SC
362
Shearwater Capital
Colorado
$1.61M
VWM
363
Verus Wealth Management
Wisconsin
$1.6M
SIMC
364
Squire Investment Management Company
Utah
$1.59M
P
365
&Partners
Tennessee
$1.59M
QCIG
366
Quad-Cities Investment Group
Iowa
$1.57M
LNWWM
367
Laird Norton Wetherby Wealth Management
California
$1.56M
CRC
368
Curi RMB Capital
Illinois
$1.54M
GIA
369
Gladstone Institutional Advisory
Florida
$1.54M
RWM
370
Rockwood Wealth Management
Pennsylvania
$1.53M
LFA
371
Lauterbach Financial Advisors
Texas
$1.51M
HI
372
Harbour Investments
Wisconsin
$1.49M
AC
373
AWM Capital
Arizona
$1.48M
TIAAOA
374
Teachers Insurance & Annuity Association of America
New York
$1.45M
LI
375
LVZ Inc
Michigan
$1.43M