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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
IA
376
IFP Advisors
Florida
$1.52M +$1.34M +20,097 +988%
LFA
377
Lauterbach Financial Advisors
Texas
$1.51M -$52.5K -786 -3%
HI
378
Harbour Investments
Wisconsin
$1.49M +$28.4K +425 +2%
AC
379
AWM Capital
Arizona
$1.48M +$3.07K +46 +0.2%
TIAAOA
380
Teachers Insurance & Annuity Association of America
New York
$1.45M
LI
381
LVZ Inc
Michigan
$1.43M -$351K -5,259 -20%
QFA
382
Quantum Financial Advisors
California
$1.42M
BCA
383
Bay Colony Advisors
Massachusetts
$1.41M +$226K +3,387 +20%
VWA
384
VSM Wealth Advisory
Maryland
$1.41M +$11.5K +172 +0.8%
KWM
385
Kingsview Wealth Management
Oregon
$1.39M -$154K -2,301 -10%
FCG
386
Financial Connections Group
California
$1.39M -$181K -2,707 -12%
UWM
387
USAdvisors Wealth Management
Minnesota
$1.37M +$18.9K +283 +1%
MWA
388
Mills Wealth Advisors
Texas
$1.37M +$258K +3,867 +24%
AF
389
Apollon Financial
South Carolina
$1.34M
EFP
390
Elser Financial Planning
Indiana
$1.33M
PFG
391
Prospect Financial Group
Virginia
$1.33M -$63.9K -958 -5%
GVAG
392
Great Valley Advisor Group
Delaware
$1.33M +$71.9K +1,077 +6%
SW
393
StrongBox Wealth
Missouri
$1.32M -$1.19M -17,766 -48%
Kovitz Investment Group Partners
394
Kovitz Investment Group Partners
Illinois
$1.31M +$1.67K +25 +0.1%
JIC
395
Johnson Investment Counsel
Ohio
$1.31M +$3K +45 +0.2%
CCA
396
Clarity Capital Advisors
Florida
$1.3M +$3K +45 +0.2%
VA
397
Valmark Advisers
Ohio
$1.29M -$33.9K -508 -3%
IA
398
IFG Advisory
Georgia
$1.28M +$79.5K +1,191 +7%
VAM
399
Virtue Asset Management
Illinois
$1.28M +$1.25M +18,657 New
NGA
400
Naples Global Advisors
Florida
$1.27M -$7.14K -107 -0.6%