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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
AIM
526
Advyzon Investment Management
Illinois
$463K +$192K +2,880 +74%
SSW
527
Stone Summit Wealth
Florida
$461K
MAS
528
MPWM Advisory Solutions
Georgia
$460K +$5.41K +81 +1%
WA
529
Waverly Advisors
Alabama
$455K
BFA
530
Bill Few Associates
Pennsylvania
$450K
Empower Advisory Group
531
Empower Advisory Group
Colorado
$450K
CSI
532
Cross Staff Investments
New York
$445K
CTC
533
Central Trust Company
Missouri
$444K +$341K +5,113 +372%
KPWS
534
Kestra Private Wealth Services
Texas
$443K +$432K +6,476 New
DT
535
Diversified Trust
Tennessee
$442K
WT
536
Washington Trust
Rhode Island
$439K -$27.7K -415 -6%
BAWC
537
Boyce & Associates Wealth Consulting
Texas
$438K -$7.14K -107 -2%
BMCM
538
Bryn Mawr Capital Management
Pennsylvania
$438K
BFA
539
Beacon Financial Advisory
Ohio
$437K -$27.8K -416 -6%
AWP
540
Accretive Wealth Partners
New Jersey
$434K
EFA
541
Edge Financial Advisors
Illinois
$427K +$42.2K +632 +11%
LA
542
Lynch & Associates
Indiana
$426K +$38.1K +571 +10%
MWM
543
MBE Wealth Management
Wisconsin
$418K -$6.94K -104 -2%
ANB
544
Amarillo National Bank
Texas
$416K
MWC
545
MBM Wealth Consultants
Missouri
$415K
SPC
546
Sigma Planning Corp
Michigan
$415K +$14.6K +218 +4%
NW
547
NewEdge Wealth
Pennsylvania
$404K +$396K +5,937 New
AA
548
Ancora Advisors
Ohio
$398K
ST
549
Smithfield Trust
Pennsylvania
$395K
SRC
550
Sage Rhino Capital
California
$395K