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Dimensional US Small Cap ETF

839 hedge funds and large institutions have $9.89B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 371 increasing their positions, 214 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
839
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
SWMG
626
Signature Wealth Management Group
Georgia
$338K
MWM
627
Meritas Wealth Management
California
$335K
AWA
628
Arbor Wealth Advisors
Michigan
$332K
LGWM
629
Litman Gregory Wealth Management
California
$330K
MF
630
Montis Financial
Massachusetts
$330K
AFA
631
Avant Financial Advisors
Texas
$328K
CA
632
Cornerstone Advisory
Maryland
$324K
WETS
633
Wealth Enhancement Trust Services
South Dakota
$322K
FRA
634
Frank Rimerman Advisors
California
$319K
TWCA
635
Two West Capital Advisors
Kansas
$318K
ATC
636
Argent Trust Co
Tennessee
$318K
NP
637
NorthRock Partners
Minnesota
$316K
RWM
638
RKL Wealth Management
Pennsylvania
$310K
PMIM
639
Prudent Man Investment Management
Colorado
$310K
BFPW
640
BOK Financial Private Wealth
Colorado
$309K
APP
641
Avantax Planning Partners
Iowa
$308K
RMP
642
Richards, Merrill & Peterson
Washington
$308K
NG
643
Norden Group
Utah
$308K
SPC
644
Sigma Planning Corp
Michigan
$305K
EF
645
Empowered Funds
Pennsylvania
$301K
SAM
646
Summit Asset Management
Tennessee
$300K
SWP
647
Summit Wealth Partners
Florida
$297K
HIGP
648
Hill Investment Group Partners
Missouri
$297K
UB
649
UMB Bank
Missouri
$297K
WCP
650
Wick Capital Partners
Pennsylvania
$296K