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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
MWC
601
MBM Wealth Consultants
Missouri
$423K
OC
602
Oppenheimer & Co
New York
$421K -$89K -1,291 -18%
HWA
603
Heritage Wealth Architects
Minnesota
$417K +$386K +5,595 New
BL
604
BFSG LLC
California
$414K +$31K +450 +8%
JIC
605
Joel Isaacson & Co
New York
$414K +$26.9K +390 +7%
ST
606
Smithfield Trust
Pennsylvania
$414K +$10.3K +150 +3%
MMPW
607
Mitchell McLeod Pugh & Williams
Alabama
$412K +$372K +5,401 New
JWCA
608
J.W. Cole Advisors
Florida
$411K +$188K +2,726 +10%
BC
609
BDFS Capital
Delaware
$411K +$407K +5,897 New
EWA
610
EQ Wealth Advisors
Texas
$409K +$405K +5,872 New
HWM
611
HB Wealth Management
Georgia
$409K +$36.1K +524 +10%
CMP
612
Coston McIsaac & Partners
Maine
$405K +$226K +3,273 +128%
AA
613
Ancora Advisors
Ohio
$405K
PS
614
Principal Securities
Iowa
$403K +$71.5K +1,037 +22%
SRC
615
Sage Rhino Capital
California
$402K
VCM
616
Versant Capital Management
Arizona
$397K
HA
617
Hanover Advisors
South Carolina
$389K +$4.14K +60 +1%
AIS
618
Accredited Investor Services
Minnesota
$387K
SIA
619
Sovereign Investment Advisors
Arizona
$386K -$90.7K -1,316 -19%
LCAM
620
London & Capital Asset Management
United Kingdom
$381K +$377K +5,467 New
GTWM
621
Global Trust Wealth Management
Florida
$378K +$374K +5,431 New
LRIA
622
Leonard Rickey Investment Advisors
Washington
$374K +$12.1K +175 +3%
AG
623
Ascent Group
Virginia
$372K
PA
624
Parallel Advisors
California
$372K -$28.5K -413 -7%
HWA
625
Heartwood Wealth Advisors
Virginia
$369K