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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
AWM
551
Avior Wealth Management
Nebraska
$613K -$5.45K -79 -0.9%
SFS
552
Sowell Financial Services
Arkansas
$612K +$1.24K +18 +0.2%
CIA
553
Capital Investment Advisors
Georgia
$604K
PFBT
554
Parkside Financial Bank & Trust
Missouri
$596K -$43.4K -630 -7%
FS
555
Financial Symmetry
North Carolina
$594K +$78.3K +1,136 +15%
KCM
556
KM Capital Management
Texas
$587K -$33.6K -487 -5%
AWP
557
Abacus Wealth Partners
California
$586K -$81.1K -1,177 -12%
EGWAG
558
Elwood & Goetz Wealth Advisory Group
Georgia
$586K -$54.9K -797 -9%
SA
559
Sincerus Advisory
New York
$582K +$8.41K +122 +1%
FWM
560
Forteris Wealth Management
New York
$582K +$575K +8,348 New
LA
561
Lynch & Associates
Indiana
$562K +$128K +1,857 +30%
CIAS
562
CFS Investment Advisory Services
New Jersey
$561K +$274K +3,981 +98%
CT
563
Colonial Trust
South Carolina
$559K +$7.31K +106 +1%
SCA
564
Sensenig Capital Advisors
Pennsylvania
$555K +$549K +7,966 New
FIA
565
Foundations Investment Advisors
Arizona
$540K +$9.65K +140 +2%
AFGAS
566
Allegiance Financial Group Advisory Services
Virginia
$537K -$2K -29 -0.4%
SAM
567
S.A. Mason
Michigan
$519K -$11.9K -173 -2%
AAG
568
Asset Advisory Group
New Jersey
$517K +$511K +7,419 New
CMAI
569
Capital Management Associates Inc
Minnesota
$514K -$9.65K -140 -2%
WCM
570
Winebrenner Capital Management
Kentucky
$509K +$28.3K +411 +6%
PPP
571
Prism Planning Partners
Illinois
$508K +$503K +7,294 New
WA
572
Waverly Advisors
Alabama
$500K +$37.2K +539 +8%
1CP
573
1015 Capital Partners
Pennsylvania
$494K +$488K +7,084 New
AFA
574
Aznar Financial Advisors
New Jersey
$487K +$482K +6,987 New
PWA
575
Peterson Wealth Advisors
Utah
$482K +$151K +2,190 +46%