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Dimensional US Small Cap ETF

783 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, 342 increasing their positions, 230 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

49% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 230

10% more capital invested

Capital invested by funds: $8.06B → $8.88B (+$825M)

2% more funds holding

Funds holding: 769783 (+14)

0% more funds holding in top 10

Funds holding in top 10: 9696 (0)

0.75% less ownership

Funds ownership: 79.09%78.34% (-0.75%)

Holders
783
Holders Change
+14
Holders Change %
+1.82%
% of All Funds
10.28%
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.26%
New
53
Increased
342
Reduced
230
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
701
Fifth Third Bancorp
Ohio
$135K +$13K +195 +11%
GBT
702
Grove Bank & Trust
Florida
$135K +$131K +1,965 New
TFM
703
TFC Financial Management
Massachusetts
$126K
FM
704
Family Management
New York
$121K +$118K +1,772 New
CMBA
705
C.M. Bidwell & Associates
Hawaii
$118K
AP
706
Aspect Partners
Virginia
$117K
NRWA
707
North Ridge Wealth Advisors
Oregon
$116K
FG
708
Fairman Group
Pennsylvania
$107K +$334 +5 +0.3%
CFFP
709
Center for Financial Planning
Michigan
$104K
Kayne Anderson Rudnick Investment Management
710
Kayne Anderson Rudnick Investment Management
California
$104K
CPG
711
Cornerstone Planning Group
New Jersey
$102K +$117K +1,758 +698%
AWM
712
Abound Wealth Management
Tennessee
$86.3K +$84.1K +1,260 New
LBC
713
Lowe Brockenbrough & Co
Virginia
$85.6K
GTAM
714
Global Trust Asset Management
Florida
$84.4K -$6.67K -100 -8%
GWM
715
Geneos Wealth Management
Colorado
$83.2K -$13.3K -200 -14%
MWA
716
Medallion Wealth Advisors
Connecticut
$82.9K +$5.61K +84 +7%
GMA
717
Glassy Mountain Advisors
Maryland
$77.8K +$75.8K +1,136 New
HNB
718
Hilltop National Bank
Wyoming
$75.9K
PAM
719
Parvin Asset Management
South Dakota
$75.3K
PGAM
720
Princeton Global Asset Management
New Jersey
$73.3K
SN
721
Sittner & Nelson
Oregon
$69.9K
CIBC Private Wealth Group
722
CIBC Private Wealth Group
Georgia
$69.7K -$92.8K -1,390 -58%
BGWM
723
Bridge Generations Wealth Management
Florida
$69.5K
NSG
724
Nalls Sherbakoff Group
Tennessee
$65.6K +$3.4K +51 +6%
Russell Investments Group
725
Russell Investments Group
United Kingdom
$64.7K +$2.54K +38 +4%