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Dimensional US Small Cap ETF

863 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, 217 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

72% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 217

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: 782863 (+81)

3.48% more ownership

Funds ownership: 78.33%81.82% (+3.5%)

Holders
863
Holders Change
+81
Holders Change %
+10.36%
% of All Funds
10.5%
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
217
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
26
Sageworth Trust
Pennsylvania
$67.5M +$1.3M +18,914 +2%
MFT
27
Moisand Fitzgerald Tamayo
Florida
$67.3M +$832K +12,065 +1%
UBS Group
28
UBS Group
Switzerland
$64M +$3.44M +49,939 +6%
Raymond James Financial
29
Raymond James Financial
Florida
$63.6M +$9.41M +136,555 +18%
LPL Financial
30
LPL Financial
California
$61.9M +$4.13M +59,891 +7%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$58.5M -$838K -12,158 -1%
MPWT
32
MassMutual Private Wealth & Trust
Connecticut
$53M -$285K -4,129 -0.5%
DPW
33
DiNuzzo Private Wealth
Pennsylvania
$51.2M -$285K -4,140 -0.6%
SCM
34
Stordahl Capital Management
Colorado
$50.3M -$13.7K -199 -0%
Brown Advisory
35
Brown Advisory
Maryland
$50.1M -$1.16M -16,893 -2%
CPIG
36
Chicago Partners Investment Group
Illinois
$49.7M +$1.04M +15,157 +2%
WMN
37
Wealth Management Nebraska
Nebraska
$49.1M +$3.08M +44,705 +7%
Mariner
38
Mariner
Kansas
$47.1M +$8.53M +123,759 +22%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$45.6M -$1.03M -14,903 -2%
TAWM
40
Three Arch Wealth Management
California
$44.7M +$44.2M +640,922 New
DC
41
Davenport & Co
Virginia
$44M +$5.94M +86,139 +16%
BFG
42
Bleakley Financial Group
New Jersey
$43.1M +$412K +5,974 +1%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$41.9M +$5.06M +73,467 +14%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$40.9M -$510K -7,400 -1%
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$40.2M +$5.19M +75,268 +15%
DFS
46
Dixon Fnancial Services
California
$39.1M -$128K -1,852 -0.3%
BHWM
47
Beaird Harris Wealth Management
Texas
$38.7M -$735K -10,660 -2%
SWA
48
Sax Wealth Advisors
New Jersey
$38.2M +$345K +5,000 +0.9%
Cerity Partners
49
Cerity Partners
New York
$38.1M +$1.81M +26,317 +5%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$37.1M -$138K -2,008 -0.4%