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Dimensional US Small Cap ETF

864 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, 218 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

71% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 218

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: 782864 (+82)

3.48% more ownership

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

Holders
864
Holders Change
+82
Holders Change %
+10.49%
% of All Funds
10.51%
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
218
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
501
WhitTier Trust Company
Nevada
$809K
CCM
502
Cambridge Capital Management
Illinois
$806K +$33.1K +480 +4%
Lido Advisors
503
Lido Advisors
California
$805K -$3.45K -50 -0.4%
GRP
504
Global Retirement Partners
California
$804K +$459K +6,660 +136%
SF
505
Summit Financial
New Jersey
$804K +$419K +6,081 +111%
CQWA
506
Chokshi & Queen Wealth Advisors
California
$800K
BWM
507
BCO Wealth Management
New Mexico
$799K -$21.5K -312 -3%
2L
508
25 LLC
Missouri
$772K +$1.45K +21 +0.2%
PWIA
509
Porter White Investment Advisors
Alabama
$770K
BBHC
510
Brown Brothers Harriman & Co
New York
$763K
RSWM
511
Robertson Stephens Wealth Management
California
$761K +$244K +3,546 +48%
HPC
512
HM Payson & Co
Maine
$756K
CFG
513
Citizens Financial Group
Rhode Island
$754K +$2.14K +31 +0.3%
CAM
514
Cresset Asset Management
Illinois
$749K
WWA
515
Wingate Wealth Advisors
Massachusetts
$747K +$2K +29 +0.3%
TCA
516
Transcend Capital Advisors
New Jersey
$739K
KFAS
517
Keating Financial Advisory Services
Kansas
$714K +$707K +10,251 New
EFS
518
Essex Financial Services
Connecticut
$710K -$262K -3,806 -27%
CIA
519
Cladis Investment Advisory
Montana
$706K +$49.1K +712 +8%
GCM
520
Graver Capital Management
Ohio
$698K -$28K -406 -4%
FAT
521
First American Trust
California
$697K +$2K +29 +0.3%
SIC
522
SJS Investment Consulting
Ohio
$685K -$20.7K -300 -3%
FFP
523
FourThought Financial Partners
Florida
$683K +$676K +9,803 New
AFG
524
Atomi Financial Group
New York
$680K +$113K +1,633 +20%
SW
525
Simplicity Wealth
New Jersey
$671K +$15.6K +226 +2%