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Dimensional US Small Cap ETF

864 hedge funds and large institutions have $9.98B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 373 increasing their positions, 218 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 28

71% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 218

16% more funds holding in top 10

Funds holding in top 10: 96111 (+15)

12% more capital invested

Capital invested by funds: $8.88B → $9.98B (+$1.1B)

10% more funds holding

Funds holding: 782864 (+82)

3.48% more ownership

Funds ownership: 78.33%81.82% (+3.5%)

Holders
864
Holders Change
+82
Holders Change %
+10.49%
% of All Funds
10.51%
Holding in Top 10
111
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.63%
% of All Funds
1.35%
New
122
Increased
373
Reduced
218
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCFS
351
Stewardship Concepts Financial Services
Washington
$2.42M +$2.39M +34,691 New
ASN
352
Advisory Services Network
Georgia
$2.39M -$49.2K -713 -2%
JWM
353
Johnson Wealth Management
North Dakota
$2.37M +$2.34M +33,970 New
WWA
354
WCG Wealth Advisors
Nevada
$2.36M +$122K +1,765 +5%
UCFA
355
United Capital Financial Advisors
Texas
$2.36M +$99.3K +1,440 +4%
CWS
356
Cypress Wealth Services
California
$2.36M +$296K +4,294 +15%
QWM
357
Quadcap Wealth Management
Texas
$2.35M -$3.72K -54 -0.2%
RCAG
358
Rehmann Capital Advisory Group
Michigan
$2.35M -$50K -725 -2%
WKWM
359
Walter & Keenan Wealth Management
Indiana
$2.33M +$3.17K +46 +0.1%
FPN
360
Financial Planning Navigators
Minnesota
$2.31M +$2.29M +33,219 New
SPI
361
Sutton Place Investors
New York
$2.28M +$74.8K +1,085 +3%
AAA
362
AG Asset Advisory
California
$2.2M +$451K +6,545 +26%
CWP
363
Concord Wealth Partners
Virginia
$2.19M -$7.31K -106 -0.3%
PIWA
364
Prevail Innovative Wealth Advisors
Kansas
$2.18M +$304K +4,416 +16%
SEI Investments
365
SEI Investments
Pennsylvania
$2.18M +$173K +2,515 +9%
AWM
366
Ariadne Wealth Management
California
$2.17M -$42K -609 -2%
SFC
367
Sprinkle Financial Consultants
Colorado
$2.17M +$1.83M +26,492 +572%
TWA
368
Trace Wealth Advisors
California
$2.15M -$312K -4,524 -13%
PAG
369
Powers Advisory Group
Illinois
$2.12M +$152K +2,210 +8%
BFG
370
Berger Financial Group
Minnesota
$2.1M -$83.8K -1,216 -4%
OCA
371
Optimus Capital Advisors
Texas
$2.04M +$2.02M +29,274 New
MAG
372
Mayfair Advisory Group
Alabama
$2.03M -$207K -3,000 -9%
JRPCML
373
J. R. Prunier Capital Management LLC
Massachusetts
$2.03M +$2M +29,076 New
IAN
374
Integrated Advisors Network
Texas
$2.01M +$24.3K +353 +1%
SWGC
375
Summit Wealth Group (Colorado)
Colorado
$1.98M +$1.96M +28,463 New