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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
SIC
401
Samalin Investment Counsel
New York
$1.24M -$18.2K -273 -1%
SCP
402
Stevens Capital Partners
Nebraska
$1.24M +$37.4K +560 +3%
AWP
403
Axis Wealth Partners
Rhode Island
$1.24M +$56.1K +840 +5%
WIM
404
Warwick Investment Management
Texas
$1.24M -$22.2K -333 -2%
IFWM
405
Institute for Wealth Management
Colorado
$1.21M
BFC
406
Bedel Financial Consulting
Indiana
$1.2M +$267 +4 +0%
JSL
407
JT Stratford LLC
Georgia
$1.19M +$252K +3,776 +28%
PB
408
Pinnacle Bancorp
Nebraska
$1.19M -$106K -1,581 -8%
WTA
409
Washington Trust Advisors
Massachusetts
$1.18M +$869K +13,023 +306%
CI
410
CX Institutional
Indiana
$1.17M -$145K -2,171 -11%
ADL
411
Asset Dedication LLC
California
$1.17M +$86.6K +1,297 +8%
CPA
412
Cathy Pareto & Associates
Florida
$1.15M +$47.5K +711 +4%
PFS
413
Prospera Financial Services
Texas
$1.15M +$19.8K +296 +2%
OW
414
Olistico Wealth
Oklahoma
$1.15M
LSA
415
L & S Advisors
California
$1.13M +$98K +1,468 +10%
WAN
416
Wealth Advisors Northwest
Oregon
$1.13M -$177K -2,656 -14%
ES
417
Eagle Strategies
New York
$1.1M -$15.1K -226 -1%
FI
418
Financial Insights
Washington
$1.1M +$21.4K +320 +2%
ATI
419
ARK & TLK Investments
Oklahoma
$1.08M -$14.6K -218 -1%
STA
420
Summit Trail Advisors
New York
$1.07M
SCM
421
Sollinda Capital Management
Florida
$1.06M +$333K +4,995 +48%
OCG
422
Opus Capital Group
Ohio
$1.04M +$1.67K +25 +0.2%
IF
423
Ironwood Financial
Arizona
$1.03M -$1.32M -19,771 -57%
VFA
424
Valeo Financial Advisors
Indiana
$1.02M +$267 +4 +0%
Ameriprise
425
Ameriprise
Minnesota
$1.01M -$77.9K -1,167 -7%