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Dimensional US Small Cap ETF

773 hedge funds and large institutions have $8.87B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 334 increasing their positions, 231 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
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
SIC
401
Samalin Investment Counsel
New York
$1.24M
SCP
402
Stevens Capital Partners
Nebraska
$1.24M
AWP
403
Axis Wealth Partners
Rhode Island
$1.24M
WIM
404
Warwick Investment Management
Texas
$1.24M
IFWM
405
Institute for Wealth Management
Colorado
$1.21M
BFC
406
Bedel Financial Consulting
Indiana
$1.2M
JSL
407
JT Stratford LLC
Georgia
$1.19M
PB
408
Pinnacle Bancorp
Nebraska
$1.19M
WTA
409
Washington Trust Advisors
Massachusetts
$1.18M
CI
410
CX Institutional
Indiana
$1.17M
ADL
411
Asset Dedication LLC
California
$1.17M
CPA
412
Cathy Pareto & Associates
Florida
$1.15M
PFS
413
Prospera Financial Services
Texas
$1.15M
OW
414
Olistico Wealth
Oklahoma
$1.15M
LSA
415
L & S Advisors
California
$1.13M
WAN
416
Wealth Advisors Northwest
Oregon
$1.13M
ES
417
Eagle Strategies
New York
$1.1M
ATI
418
ARK & TLK Investments
Oklahoma
$1.08M
STA
419
Summit Trail Advisors
New York
$1.07M
SCM
420
Sollinda Capital Management
Florida
$1.06M
OCG
421
Opus Capital Group
Ohio
$1.04M
IF
422
Ironwood Financial
Arizona
$1.03M
VFA
423
Valeo Financial Advisors
Indiana
$1.02M
Ameriprise
424
Ameriprise
Minnesota
$1.01M
SMC
425
Smith, Moore & Co
Missouri
$1M