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Dimensional US Small Cap ETF

775 hedge funds and large institutions have $8.88B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 337 increasing their positions, 230 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
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
BFA
651
Benningfield Financial Advisors
California
$229K
SIM
652
Synergy Investment Management
Florida
$226K
BWP
653
BSW Wealth Partners
Colorado
$225K
GA
654
Goldstein Advisors
Wisconsin
$225K
PIA
655
Perennial Investment Advisors
California
$225K
EF
656
Empowered Funds
Pennsylvania
$223K
CIM
657
Cambria Investment Management
California
$223K
Wealthfront Advisers
658
Wealthfront Advisers
California
$221K
TAFW
659
Tred Avon Family Wealth
Maryland
$220K
AA
660
Armis Advisers
Georgia
$216K
CT
661
Caldwell Trust
Florida
$215K
ML
662
Mayport LLC
Massachusetts
$214K
SVWAG
663
Sound View Wealth Advisors Group
Georgia
$214K
IWC
664
Infinity Wealth Counsel
Ohio
$213K
WT
665
Whittier Trust
California
$213K
AWM
666
Arista Wealth Management
Nevada
$213K
CWMK
667
Caliber Wealth Management (Kansas)
Kansas
$211K
OC
668
Oakworth Capital
Alabama
$210K
DI
669
Disciplined Investors
Texas
$209K
Franklin Resources
670
Franklin Resources
California
$207K
FWS
671
FinDec Wealth Services
California
$207K
AWM
672
Absher Wealth Management
North Carolina
$206K
LF
673
Lantz Financial
Illinois
$206K
BEAM
674
Baker Ellis Asset Management
Washington
$205K
KCM
675
Kathmere Capital Management
Pennsylvania
$204K