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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
SC
401
Shearwater Capital
Colorado
$1.64M +$138 +2 +0%
RGF
402
Retirement Guys Formula
Ohio
$1.63M -$44.9K -651 -3%
VWA
403
VSM Wealth Advisory
Maryland
$1.62M +$185K +2,677 +13%
MFWP
404
Mosaic Family Wealth Partners
Missouri
$1.62M +$1.11M +16,039 +222%
IWC
405
Integrated Wealth Concepts
Massachusetts
$1.61M -$126K -1,823 -7%
SIMC
406
Squire Investment Management Company
Utah
$1.6M -$23.8K -345 -1%
WG
407
WMS Group
Louisiana
$1.59M +$1.57M +22,822 New
MNBTD
408
Moody National Bank Trust Division
Texas
$1.59M -$1.39M -20,114 -47%
AWS
409
Alliance Wealth Strategies
Virginia
$1.58M +$1.56M +22,685 New
LNWTC
410
Laird Norton Wetherby Trust Company
Washington
$1.56M +$1.54M +22,381 New
RWM
411
Rockwood Wealth Management
Pennsylvania
$1.56M
P
412
&Partners
Tennessee
$1.55M -$68.2K -990 -4%
IA
413
IFP Advisors
Florida
$1.54M
LFA
414
Lauterbach Financial Advisors
Texas
$1.54M -$3.45K -50 -0.2%
TIAA Trust, National Association
415
TIAA Trust, National Association
North Carolina
$1.48M -$242K -3,506 -14%
AC
416
AWM Capital
Arizona
$1.48M -$28.7K -416 -2%
CRC
417
Curi RMB Capital
Illinois
$1.47M -$96.7K -1,402 -6%
TIAAOA
418
Teachers Insurance & Annuity Association of America
New York
$1.47M
SCM
419
Sollinda Capital Management
Florida
$1.46M +$379K +5,502 +35%
VWM
420
Verus Wealth Management
Wisconsin
$1.46M -$165K -2,389 -10%
GVAG
421
Great Valley Advisor Group
Delaware
$1.45M +$94.6K +1,372 +7%
QFA
422
Quantum Financial Advisors
California
$1.44M -$1.03K -15 -0.1%
GB
423
Goepper Burkhardt
South Carolina
$1.41M +$676K +9,806 +94%
UWM
424
USAdvisors Wealth Management
Minnesota
$1.39M -$7.86K -114 -0.6%
AF
425
Apollon Financial
South Carolina
$1.37M +$5.38K +78 +0.4%