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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
AG
551
Ascent Group
Virginia
$366K
HWM
552
HB Wealth Management
Georgia
$366K
XPN
553
XY Planning Network
Montana
$363K
HWA
554
Heartwood Wealth Advisors
Virginia
$363K
CWP
555
Cyndeo Wealth Partners
Florida
$359K
LRIA
556
Leonard Rickey Investment Advisors
Washington
$356K
CB
557
Cadence Bank
Mississippi
$353K
PTC
558
Private Trust Company
Ohio
$352K
APC
559
Asset Planning Corporation
Tennessee
$347K
AW
560
Atlas Wealth
Ohio
$345K
FF
561
Francis Financial
$343K
BAAM
562
Baker Avenue Asset Management
California
$342K
DI
563
Disciplined Investments
Oklahoma
$341K
MAMG
564
Milestone Asset Management Group
Connecticut
$341K
SWMG
565
Signature Wealth Management Group
Georgia
$340K
CWA
566
Canvas Wealth Advisors
Kansas
$338K
ATC
567
Argent Trust Co
Tennessee
$335K
GRP
568
Global Retirement Partners
California
$334K
TP
569
Tranquility Partners
Tennessee
$332K
MWM
570
Meritas Wealth Management
California
$330K
TWCA
571
Two West Capital Advisors
Kansas
$327K
BFPW
572
BOK Financial Private Wealth
Colorado
$327K
AWA
573
Arbor Wealth Advisors
Michigan
$326K
PS
574
Principal Securities
Iowa
$325K
PWA
575
Peterson Wealth Advisors
Utah
$323K