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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
OFS
701
Opus Financial Solutions
Illinois
$227K
OA
702
Operose Advisors
Wisconsin
$224K
WT
703
Whittier Trust
California
$224K
TAFW
704
Tred Avon Family Wealth
Maryland
$224K
OWA
705
Oak Wealth Advisors
Illinois
$222K
AAS
706
Ameritas Advisory Services
Nebraska
$221K
CT
707
Caldwell Trust
Florida
$219K
MW
708
MBL Wealth
North Carolina
$219K
SVWAG
709
Sound View Wealth Advisors Group
Georgia
$218K
AWM
710
Arista Wealth Management
Nevada
$217K
BIG
711
Brooklyn Investment Group
New York
$215K
CWMK
712
Caliber Wealth Management (Kansas)
Kansas
$214K
OC
713
Oakworth Capital
Alabama
$214K
SIAG
714
Safeguard Investment Advisory Group
California
$213K
DI
715
Disciplined Investors
Texas
$213K
OP
716
Oath Planning
Oklahoma
$213K
AFC
717
Ares Financial Consulting
California
$210K
LF
718
Lantz Financial
Illinois
$209K
MCWA
719
Meadow Creek Wealth Advisors
Georgia
$209K
VF
720
Vestment Financial
Minnesota
$208K
FWS
721
FinDec Wealth Services
California
$208K
KCM
722
Kathmere Capital Management
Pennsylvania
$207K
WWG
723
West Wealth Group
California
$207K
FCBT
724
First Citizens Bank & Trust
North Carolina
$206K
ML
725
Mayport LLC
Massachusetts
$204K