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Dimensional US Small Cap ETF

773 hedge funds and large institutions have $8.87B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 334 increasing their positions, 231 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
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
SIM
651
Synergy Investment Management
Florida
$226K
BWP
652
BSW Wealth Partners
Colorado
$225K
GA
653
Goldstein Advisors
Wisconsin
$225K
PIA
654
Perennial Investment Advisors
California
$225K
CIM
655
Cambria Investment Management
California
$223K
EF
656
Empowered Funds
Pennsylvania
$223K
Wealthfront Advisers
657
Wealthfront Advisers
California
$221K
TAFW
658
Tred Avon Family Wealth
Maryland
$220K
AA
659
Armis Advisers
Georgia
$216K
CT
660
Caldwell Trust
Florida
$215K
ML
661
Mayport LLC
Massachusetts
$214K
SVWAG
662
Sound View Wealth Advisors Group
Georgia
$214K
IWC
663
Infinity Wealth Counsel
Ohio
$213K
WT
664
Whittier Trust
California
$213K
AWM
665
Arista Wealth Management
Nevada
$213K
CWMK
666
Caliber Wealth Management (Kansas)
Kansas
$211K
OC
667
Oakworth Capital
Alabama
$210K
DI
668
Disciplined Investors
Texas
$209K
Franklin Resources
669
Franklin Resources
California
$207K
FWS
670
FinDec Wealth Services
California
$207K
AWM
671
Absher Wealth Management
North Carolina
$206K
LF
672
Lantz Financial
Illinois
$206K
BEAM
673
Baker Ellis Asset Management
Washington
$205K
KCM
674
Kathmere Capital Management
Pennsylvania
$204K
KSB
675
Kennebec Savings Bank
Maine
$203K