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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
MWPCG
476
Measured Wealth Private Client Group
New Hampshire
$651K
CFS
477
CRA Financial Services
New Jersey
$646K -$43.4K -650 -6%
CIA
478
Cladis Investment Advisory
Montana
$645K +$17.3K +259 +3%
SW
479
Simplicity Wealth
New Jersey
$644K -$754K -11,295 -55%
CIAS
480
Capital Investment Advisory Services
North Carolina
$640K +$9.01K +135 +1%
KCPG
481
Kavar Capital Partners Group
Kansas
$635K
EGWAG
482
Elwood & Goetz Wealth Advisory Group
Georgia
$630K -$3.87K -58 -0.6%
PFBT
483
Parkside Financial Bank & Trust
Missouri
$629K
NRI
484
NFP Retirement Inc
California
$628K +$103K +1,549 +20%
WPW
485
Watershed Private Wealth
Illinois
$619K -$3.14K -47 -0.5%
PFPT
486
Pinnacle Financial Partners (Tennessee)
Tennessee
$616K -$50.3K -753 -8%
WCG
487
Weaver Consulting Group
California
$614K
EW
488
Evoke Wealth
California
$613K
KeyBank National Association
489
KeyBank National Association
Ohio
$612K
KCM
490
KM Capital Management
Texas
$610K -$81.8K -1,225 -12%
PC
491
Peavine Capital
Nevada
$609K
MKW
492
Mullaney, Keating & Wright
Connecticut
$608K
AWM
493
Avior Wealth Management
Nebraska
$608K -$23.8K -357 -4%
PFA
494
Professional Financial Advisors
Nebraska
$603K +$1.6K +24 +0.3%
MIC
495
Meridian Investment Counsel
California
$602K
SFS
496
Sowell Financial Services
Arkansas
$600K +$3.4K +51 +0.6%
CIA
497
Capital Investment Advisors
Georgia
$594K
PWM
498
Perigon Wealth Management
California
$593K +$334 +5 +0.1%
SWP
499
SIMA Wealth Partners
Virginia
$581K +$53.1K +796 +10%
SFG
500
Seamount Financial Group
Colorado
$581K +$17.9K +268 +3%