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Dimensional US Small Cap ETF

765 hedge funds and large institutions have $8.83B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 331 increasing their positions, 227 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPFA
501
Barnes Pettey Financial Advisors
Mississippi
$521K
CMAI
502
Capital Management Associates Inc
Minnesota
$514K
RSWM
503
Robertson Stephens Wealth Management
California
$505K
OC
504
Oppenheimer & Co
New York
$502K
MFWP
505
Mosaic Family Wealth Partners
Missouri
$493K
NRI
506
NFP Retirement Inc
California
$485K
BJL
507
Brighton Jones LLC
Washington
$476K
WCM
508
Winebrenner Capital Management
Kentucky
$472K
SIA
509
Sovereign Investment Advisors
Arizona
$470K
SEA
510
Stegent Equity Advisors
Texas
$464K
MEAC
511
M.E. Allison & Co
Texas
$463K
LGWM
512
Litman Gregory Wealth Management
California
$463K
KF
513
K2 Financial
California
$463K
AIM
514
Advyzon Investment Management
Illinois
$463K
SSW
515
Stone Summit Wealth
Florida
$461K
MAS
516
MPWM Advisory Solutions
Georgia
$460K
WA
517
Waverly Advisors
Alabama
$455K
BFA
518
Bill Few Associates
Pennsylvania
$450K
Empower Advisory Group
519
Empower Advisory Group
Colorado
$450K
CSI
520
Cross Staff Investments
New York
$445K
CTC
521
Central Trust Company
Missouri
$444K
KPWS
522
Kestra Private Wealth Services
Texas
$443K
DT
523
Diversified Trust
Tennessee
$442K
WT
524
Washington Trust
Rhode Island
$439K
BAWC
525
Boyce & Associates Wealth Consulting
Texas
$438K