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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
WMG
351
WESCAP Management Group
California
$1.78M
FC
352
FCA Corp
Texas
$1.77M
AWM
353
Axxcess Wealth Management
California
$1.75M
JWA
354
JFS Wealth Advisors
Pennsylvania
$1.72M
AC
355
AlphaCore Capital
California
$1.72M
WP
356
Westmount Partners
California
$1.71M
AAA
357
AG Asset Advisory
California
$1.71M
IWC
358
Integrated Wealth Concepts
Massachusetts
$1.71M
TIAA Trust, National Association
359
TIAA Trust, National Association
North Carolina
$1.69M
PNC Financial Services Group
360
PNC Financial Services Group
Pennsylvania
$1.69M
SWA
361
Stratos Wealth Advisors
Ohio
$1.67M
LW
362
Linscomb Wealth
Texas
$1.67M
EWA
363
Exencial Wealth Advisors
Oklahoma
$1.66M
GLLW
364
Graves Light Lenhart Wealth
Virginia
$1.66M
RGF
365
Retirement Guys Formula
Ohio
$1.65M
SWP
366
Stratos Wealth Partners
Ohio
$1.63M
SC
367
Shearwater Capital
Colorado
$1.61M
VWM
368
Verus Wealth Management
Wisconsin
$1.6M
SIMC
369
Squire Investment Management Company
Utah
$1.59M
P
370
&Partners
Tennessee
$1.59M
QCIG
371
Quad-Cities Investment Group
Iowa
$1.57M
LNWWM
372
Laird Norton Wetherby Wealth Management
California
$1.56M
CRC
373
Curi RMB Capital
Illinois
$1.54M
GIA
374
Gladstone Institutional Advisory
Florida
$1.54M
RWM
375
Rockwood Wealth Management
Pennsylvania
$1.53M