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Dimensional US Small Cap ETF

849 hedge funds and large institutions have $9.96B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 372 increasing their positions, 215 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
BWM
501
BCO Wealth Management
New Mexico
$799K
2L
502
25 LLC
Missouri
$772K
PWIA
503
Porter White Investment Advisors
Alabama
$770K
BBHC
504
Brown Brothers Harriman & Co
New York
$763K
RSWM
505
Robertson Stephens Wealth Management
California
$761K
HPC
506
HM Payson & Co
Maine
$756K
CFG
507
Citizens Financial Group
Rhode Island
$754K
CAM
508
Cresset Asset Management
Illinois
$749K
WWA
509
Wingate Wealth Advisors
Massachusetts
$747K
TCA
510
Transcend Capital Advisors
New Jersey
$739K
KFAS
511
Keating Financial Advisory Services
Kansas
$714K
EFS
512
Essex Financial Services
Connecticut
$710K
CIA
513
Cladis Investment Advisory
Montana
$706K
GCM
514
Graver Capital Management
Ohio
$698K
FAT
515
First American Trust
California
$697K
SIC
516
SJS Investment Consulting
Ohio
$685K
FFP
517
FourThought Financial Partners
Florida
$683K
AFG
518
Atomi Financial Group
New York
$680K
SW
519
Simplicity Wealth
New Jersey
$671K
FCB
520
First County Bank
Connecticut
$667K
DPI
521
Diversified Portfolios Inc
Michigan
$664K
CFS
522
CRA Financial Services
New Jersey
$657K
MWPCG
523
Measured Wealth Private Client Group
New Hampshire
$656K
GS
524
GWN Securities
Florida
$656K
PF
525
PlanWiser Financial
Colorado
$654K