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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
Lido Advisors
451
Lido Advisors
California
$803K +$82.7K +1,239 +12%
BCI
452
Brinker Capital Investments
Pennsylvania
$791K -$122K -1,822 -14%
Betterment LLC
453
Betterment LLC
New York
$791K +$118K +1,766 +18%
CQWA
454
Chokshi & Queen Wealth Advisors
California
$786K
WTC
455
WhitTier Trust Company
Nevada
$771K
CCM
456
Cambridge Capital Management
Illinois
$759K +$5.61K +84 +0.8%
2L
457
25 LLC
Missouri
$757K -$2.4K -36 -0.3%
PWIA
458
Porter White Investment Advisors
Alabama
$757K -$2.74K -41 -0.4%
BBHC
459
Brown Brothers Harriman & Co
New York
$750K
HPC
460
HM Payson & Co
Maine
$743K -$43.4K -650 -6%
CFG
461
Citizens Financial Group
Rhode Island
$739K +$2K +30 +0.3%
CAM
462
Cresset Asset Management
Illinois
$736K +$82.3K +1,233 +13%
WWA
463
Wingate Wealth Advisors
Massachusetts
$732K +$3.74K +56 +0.5%
TCA
464
Transcend Capital Advisors
New Jersey
$726K
GCM
465
Graver Capital Management
Ohio
$714K
GB
466
Goepper Burkhardt
South Carolina
$713K -$10K -150 -1%
SIC
467
SJS Investment Consulting
Ohio
$693K -$26.1K -391 -4%
AWM
468
Apollon Wealth Management
South Carolina
$690K -$10.3K -155 -2%
FAT
469
First American Trust
California
$683K +$1.8K +27 +0.3%
Jane Street
470
Jane Street
New York
$673K +$656K +9,825 New
FCB
471
First County Bank
Connecticut
$671K -$262K -3,932 -29%
ACS
472
Archford Capital Strategies
Illinois
$663K -$898K -13,447 -58%
DPI
473
Diversified Portfolios Inc
Michigan
$659K -$9.74K -146 -1%
LCWP
474
Legacy Capital Wealth Partners
Arkansas
$658K +$88.4K +1,325 +16%
AWP
475
Abacus Wealth Partners
California
$657K