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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
VWA
651
Valued Wealth Advisors
Utah
$292K
AFA
652
American Financial Advisors
Georgia
$291K
SW
653
SVB Wealth
Massachusetts
$289K
WP
654
Walleye Partners
Wisconsin
$288K
LIA
655
Lynx Investment Advisory
District of Columbia
$288K
OPF
656
Old Peak Finance
North Carolina
$287K
NLWP
657
Next Level Wealth Planning
Idaho
$286K
GWM
658
GDS Wealth Management
Texas
$286K
TCM
659
Towneley Capital Management
California
$282K
SOAG
660
Silver Oak Advisory Group
Oregon
$281K
Franklin Resources
661
Franklin Resources
California
$278K
SWM
662
Silverlake Wealth Management
Vermont
$277K
BAM
663
BOS Asset Management
Illinois
$277K
PCIA
664
Prime Capital Investment Advisors
Kansas
$275K
SPA
665
Shore Point Advisors
New Jersey
$270K
SCA
666
Snowden Capital Advisors
New York
$270K
MWM
667
McCartney Wealth Management
Missouri
$270K
TWP
668
Triad Wealth Partners
Kansas
$267K
CIM
669
Cambria Investment Management
California
$266K
PAG
670
Poinciana Advisors Group
Florida
$265K
DSC
671
Daytona Street Capital
Missouri
$264K
OIM
672
Oder Investment Management
California
$263K
QCM
673
QRG Capital Management
Illinois
$262K
CCMG
674
Clark Capital Management Group
Pennsylvania
$262K
NC
675
North Capital
Utah
$260K