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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
WMG
351
WESCAP Management Group
California
$1.78M -$4.61K -69 -0.3%
FC
352
FCA Corp
Texas
$1.77M +$116K +1,740 +7%
AWM
353
Axxcess Wealth Management
California
$1.75M +$9.68K +145 +0.6%
JWA
354
JFS Wealth Advisors
Pennsylvania
$1.72M +$2.87K +43 +0.2%
AC
355
AlphaCore Capital
California
$1.72M +$40.2K +603 +2%
WP
356
Westmount Partners
California
$1.71M -$82.3K -1,233 -5%
AAA
357
AG Asset Advisory
California
$1.71M -$413K -6,190 -20%
IWC
358
Integrated Wealth Concepts
Massachusetts
$1.71M +$150K +2,249 +10%
TIAA Trust, National Association
359
TIAA Trust, National Association
North Carolina
$1.69M -$97.4K -1,459 -6%
PNC Financial Services Group
360
PNC Financial Services Group
Pennsylvania
$1.69M -$88K -1,318 -5%
SWA
361
Stratos Wealth Advisors
Ohio
$1.67M +$11.9K +179 +0.7%
LW
362
Linscomb Wealth
Texas
$1.67M
EWA
363
Exencial Wealth Advisors
Oklahoma
$1.66M +$253K +3,786 +18%
GLLW
364
Graves Light Lenhart Wealth
Virginia
$1.66M +$801 +12 +0%
RGF
365
Retirement Guys Formula
Ohio
$1.65M -$4.34K -65 -0.3%
SWP
366
Stratos Wealth Partners
Ohio
$1.63M +$74.1K +1,110 +5%
SC
367
Shearwater Capital
Colorado
$1.61M -$7.08K -106 -0.4%
VWM
368
Verus Wealth Management
Wisconsin
$1.6M -$23.2K -347 -1%
SIMC
369
Squire Investment Management Company
Utah
$1.59M +$30.5K +457 +2%
P
370
&Partners
Tennessee
$1.59M -$34.7K -520 -2%
QCIG
371
Quad-Cities Investment Group
Iowa
$1.57M +$155K +2,327 +11%
LNWWM
372
Laird Norton Wetherby Wealth Management
California
$1.56M +$23.7K +355 +2%
CRC
373
Curi RMB Capital
Illinois
$1.54M +$2.34K +35 +0.2%
GIA
374
Gladstone Institutional Advisory
Florida
$1.54M +$33.6K +503 +2%
RWM
375
Rockwood Wealth Management
Pennsylvania
$1.53M