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Dimensional US Small Cap ETF

775 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, 337 increasing their positions, 230 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
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
GWP
551
Gateway Wealth Partners
Wisconsin
$380K
AIS
552
Accredited Investor Services
Minnesota
$380K
JIC
553
Joel Isaacson & Co
New York
$380K
OSAM
554
O'Shaughnessy Asset Management
Connecticut
$378K
HA
555
Hanover Advisors
South Carolina
$378K
BL
556
BFSG LLC
California
$376K
SF
557
Summit Financial
New Jersey
$373K
SCA
558
Snowden Capital Advisors
New York
$371K
MSF
559
Mustard Seed Financial
Arkansas
$366K
AG
560
Ascent Group
Virginia
$366K
HWM
561
HB Wealth Management
Georgia
$366K
XPN
562
XY Planning Network
Montana
$363K
HWA
563
Heartwood Wealth Advisors
Virginia
$363K
CWP
564
Cyndeo Wealth Partners
Florida
$359K
LRIA
565
Leonard Rickey Investment Advisors
Washington
$356K
CB
566
Cadence Bank
Mississippi
$353K
PTC
567
Private Trust Company
Ohio
$352K
APC
568
Asset Planning Corporation
Tennessee
$347K
AW
569
Atlas Wealth
Ohio
$345K
FF
570
Francis Financial
$343K
BAAM
571
Baker Avenue Asset Management
California
$342K
DI
572
Disciplined Investments
Oklahoma
$341K
MAMG
573
Milestone Asset Management Group
Connecticut
$341K
SWMG
574
Signature Wealth Management Group
Georgia
$340K
CWA
575
Canvas Wealth Advisors
Kansas
$338K