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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
CT
651
Caldwell Trust
Florida
$215K
ML
652
Mayport LLC
Massachusetts
$214K
SVWAG
653
Sound View Wealth Advisors Group
Georgia
$214K
IWC
654
Infinity Wealth Counsel
Ohio
$213K
WT
655
Whittier Trust
California
$213K
AWM
656
Arista Wealth Management
Nevada
$213K
CWMK
657
Caliber Wealth Management (Kansas)
Kansas
$211K
OC
658
Oakworth Capital
Alabama
$210K
DI
659
Disciplined Investors
Texas
$209K
Franklin Resources
660
Franklin Resources
California
$207K
FWS
661
FinDec Wealth Services
California
$207K
AWM
662
Absher Wealth Management
North Carolina
$206K
LF
663
Lantz Financial
Illinois
$206K
BEAM
664
Baker Ellis Asset Management
Washington
$205K
KCM
665
Kathmere Capital Management
Pennsylvania
$204K
KSB
666
Kennebec Savings Bank
Maine
$203K
PWM
667
Prosperity Wealth Management
California
$200K
ME
668
McIlrath & Eck
Washington
$198K
HCM
669
Hollencrest Capital Management
California
$195K
ACA
670
Aptus Capital Advisors
Alabama
$192K
CFO
671
CVA Family Office
Colorado
$187K
RTL
672
Red Tortoise LLC
Georgia
$184K
AWM
673
AE Wealth Management
Kansas
$182K
CMP
674
Coston McIsaac & Partners
Maine
$175K
AssetMark Inc
675
AssetMark Inc
California
$170K