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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
AFA
601
American Financial Advisors
Georgia
$285K
SW
602
SVB Wealth
Massachusetts
$284K
CIAS
603
CFS Investment Advisory Services
New Jersey
$283K
LIA
604
Lynx Investment Advisory
District of Columbia
$282K
GWM
605
GDS Wealth Management
Texas
$281K
SOAG
606
Silver Oak Advisory Group
Oregon
$276K
TWP
607
Triad Wealth Partners
Kansas
$276K
Renaissance Technologies
608
Renaissance Technologies
New York
$274K
NP
609
NorthRock Partners
Minnesota
$273K
RI
610
Ridgewood Investments
New Jersey
$272K
BAM
611
BOS Asset Management
Illinois
$272K
PCIA
612
Prime Capital Investment Advisors
Kansas
$270K
FLPIM
613
F.L. Putnam Investment Management
Massachusetts
$270K
HNB
614
Huntington National Bank
Ohio
$257K
SPA
615
Shore Point Advisors
New Jersey
$256K
UB
616
UMB Bank
Missouri
$256K
NC
617
North Capital
Utah
$255K
WGC
618
Watts Gwilliam & Co
Arizona
$255K
EIG
619
Ellenbecker Investment Group
Wisconsin
$252K
CIA
620
Compass Ion Advisors
Pennsylvania
$252K
OWA
621
Oak Wealth Advisors
Illinois
$249K
VA
622
VestGen Advisors
Illinois
$249K
HWMC
623
Heritage Wealth Management (California)
California
$248K
MFS
624
McNamara Financial Services
Massachusetts
$247K
NLWP
625
Next Level Wealth Planning
Idaho
$246K