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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
SFP
376
SwitchPoint Financial Planning
Utah
$1.95M
GIA
377
Gladstone Institutional Advisory
Florida
$1.94M +$367K +5,317 +24%
FOA
378
Five Oceans Advisors
California
$1.93M -$149K -2,168 -7%
EWA
379
Elevate Wealth Advisory
Georgia
$1.91M -$18K -261 -0.9%
WMG
380
WESCAP Management Group
California
$1.87M +$60.9K +884 +3%
EWP
381
Elevation Wealth Partners
California
$1.87M -$91.1K -1,322 -5%
OW
382
Olistico Wealth
Oklahoma
$1.87M +$694K +10,065 +60%
EWA
383
Exencial Wealth Advisors
Oklahoma
$1.85M +$152K +2,200 +9%
CTWM
384
Cherry Tree Wealth Management
Minnesota
$1.83M -$16.6K -241 -0.9%
Tudor Investment Corp
385
Tudor Investment Corp
Connecticut
$1.82M +$1.81M +26,193 New
TCM
386
Triumph Capital Management
Colorado
$1.81M +$1.79M +26,009 New
PHWA
387
Petersen Hastings Wealth Advisors
Washington
$1.81M +$1.79M +25,980 New
JWA
388
JFS Wealth Advisors
Pennsylvania
$1.8M +$45K +653 +3%
EFG
389
Embree Financial Group
Illinois
$1.8M -$492K -7,139 -22%
OC
390
Oarsman Capital
Wisconsin
$1.8M -$220K -3,191 -11%
GLLW
391
Graves Light Lenhart Wealth
Virginia
$1.79M +$103K +1,496 +6%
FC
392
FCA Corp
Texas
$1.78M -$20.5K -298 -1%
LW
393
Linscomb Wealth
Texas
$1.76M +$54.8K +795 +3%
AC
394
AlphaCore Capital
California
$1.75M +$345 +5 +0%
MWA
395
Mills Wealth Advisors
Texas
$1.75M +$351K +5,098 +26%
SWP
396
Stratos Wealth Partners
Ohio
$1.71M +$46.9K +680 +3%
QCIG
397
Quad-Cities Investment Group
Iowa
$1.68M +$86.7K +1,258 +5%
LI
398
LVZ Inc
Michigan
$1.68M +$214K +3,105 +15%
WP
399
Westmount Partners
California
$1.67M -$73K -1,059 -4%
PNC Financial Services Group
400
PNC Financial Services Group
Pennsylvania
$1.66M -$58.5K -849 -3%