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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
CW
501
CreativeOne Wealth
Kansas
$567K +$84.6K +1,268 +18%
PF
502
PlanWiser Financial
Colorado
$566K +$3.07K +46 +0.6%
SA
503
Sincerus Advisory
New York
$564K -$6.94K -104 -1%
WWM
504
Western Wealth Management
Colorado
$563K +$8.61K +129 +2%
IA
505
Integrity Alliance
Iowa
$563K +$22.4K +335 +4%
AFG
506
Atomi Financial Group
New York
$556K -$188K -2,824 -26%
CT
507
Colonial Trust
South Carolina
$542K -$16.2K -243 -3%
GS
508
GWN Securities
Florida
$536K +$76.8K +1,150 +17%
AFGAS
509
Allegiance Financial Group Advisory Services
Virginia
$530K +$534 +8 +0.1%
SAM
510
S.A. Mason
Michigan
$522K +$3.94K +59 +0.8%
FIA
511
Foundations Investment Advisors
Arizona
$521K -$3.92M -58,793 -89%
BPFA
512
Barnes Pettey Financial Advisors
Mississippi
$521K +$130K +1,941 +34%
CMAI
513
Capital Management Associates Inc
Minnesota
$514K -$29.4K -440 -6%
FS
514
Financial Symmetry
North Carolina
$506K +$1.07K +16 +0.2%
RSWM
515
Robertson Stephens Wealth Management
California
$505K -$48.1K -720 -9%
OC
516
Oppenheimer & Co
New York
$502K
MFWP
517
Mosaic Family Wealth Partners
Missouri
$493K +$66.9K +1,003 +16%
VA
518
Vestwell Advisors
New York
$483K
BJL
519
Brighton Jones LLC
Washington
$476K +$27.2K +408 +6%
WCM
520
Winebrenner Capital Management
Kentucky
$472K +$222K +3,330 +93%
SIA
521
Sovereign Investment Advisors
Arizona
$470K
SEA
522
Stegent Equity Advisors
Texas
$464K
MEAC
523
M.E. Allison & Co
Texas
$463K +$73.4K +1,100 +19%
LGWM
524
Litman Gregory Wealth Management
California
$463K
KF
525
K2 Financial
California
$463K -$200 -3 -0%