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Dimensional US Small Cap ETF

773 hedge funds and large institutions have $8.87B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 334 increasing their positions, 231 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
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
AIS
551
Accredited Investor Services
Minnesota
$380K
JIC
552
Joel Isaacson & Co
New York
$380K
OSAM
553
O'Shaughnessy Asset Management
Connecticut
$378K
HA
554
Hanover Advisors
South Carolina
$378K
BL
555
BFSG LLC
California
$376K
SF
556
Summit Financial
New Jersey
$373K
SCA
557
Snowden Capital Advisors
New York
$371K
MSF
558
Mustard Seed Financial
Arkansas
$366K
AG
559
Ascent Group
Virginia
$366K
HWM
560
HB Wealth Management
Georgia
$366K
XPN
561
XY Planning Network
Montana
$363K
HWA
562
Heartwood Wealth Advisors
Virginia
$363K
CWP
563
Cyndeo Wealth Partners
Florida
$359K
LRIA
564
Leonard Rickey Investment Advisors
Washington
$356K
CB
565
Cadence Bank
Mississippi
$353K
PTC
566
Private Trust Company
Ohio
$352K
APC
567
Asset Planning Corporation
Tennessee
$347K
AW
568
Atlas Wealth
Ohio
$345K
FF
569
Francis Financial
$343K
BAAM
570
Baker Avenue Asset Management
California
$342K
DI
571
Disciplined Investments
Oklahoma
$341K
MAMG
572
Milestone Asset Management Group
Connecticut
$341K
SWMG
573
Signature Wealth Management Group
Georgia
$340K
CWA
574
Canvas Wealth Advisors
Kansas
$338K
ATC
575
Argent Trust Co
Tennessee
$335K