DFAS icon

Dimensional US Small Cap ETF

839 hedge funds and large institutions have $9.89B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 371 increasing their positions, 214 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
839
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
QWM
351
Quadcap Wealth Management
Texas
$2.35M
WKWM
352
Walter & Keenan Wealth Management
Indiana
$2.33M
FPN
353
Financial Planning Navigators
Minnesota
$2.31M
SPI
354
Sutton Place Investors
New York
$2.28M
AAA
355
AG Asset Advisory
California
$2.2M
CWP
356
Concord Wealth Partners
Virginia
$2.19M
PIWA
357
Prevail Innovative Wealth Advisors
Kansas
$2.18M
SEI Investments
358
SEI Investments
Pennsylvania
$2.18M
AWM
359
Ariadne Wealth Management
California
$2.17M
SFC
360
Sprinkle Financial Consultants
Colorado
$2.17M
TWA
361
Trace Wealth Advisors
California
$2.15M
PAG
362
Powers Advisory Group
Illinois
$2.12M
BFG
363
Berger Financial Group
Minnesota
$2.1M
MAG
364
Mayfair Advisory Group
Alabama
$2.03M
IAN
365
Integrated Advisors Network
Texas
$2.01M
SWGC
366
Summit Wealth Group (Colorado)
Colorado
$1.98M
SFP
367
SwitchPoint Financial Planning
Utah
$1.95M
GIA
368
Gladstone Institutional Advisory
Florida
$1.94M
FOA
369
Five Oceans Advisors
California
$1.93M
EWA
370
Elevate Wealth Advisory
Georgia
$1.91M
WMG
371
WESCAP Management Group
California
$1.87M
EWP
372
Elevation Wealth Partners
California
$1.87M
OW
373
Olistico Wealth
Oklahoma
$1.87M
EWA
374
Exencial Wealth Advisors
Oklahoma
$1.85M
CTWM
375
Cherry Tree Wealth Management
Minnesota
$1.83M