DFAS icon

Dimensional US Small Cap ETF

850 hedge funds and large institutions have $9.96B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 372 increasing their positions, 215 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
BAM
701
Belpointe Asset Management
Nevada
$239K
QHA
702
Quarry Hill Advisors
Minnesota
$234K
BFA
703
Benningfield Financial Advisors
California
$233K
SWA
704
Stratos Wealth Advisors
Ohio
$233K
SIM
705
Synergy Investment Management
Florida
$230K
AA
706
Armis Advisers
Georgia
$229K
GA
707
Goldstein Advisors
Wisconsin
$229K
PIA
708
Perennial Investment Advisors
California
$229K
Wealthfront Advisers
709
Wealthfront Advisers
California
$228K
OFS
710
Opus Financial Solutions
Illinois
$227K
OA
711
Operose Advisors
Wisconsin
$224K
WT
712
Whittier Trust
California
$224K
TAFW
713
Tred Avon Family Wealth
Maryland
$224K
OWA
714
Oak Wealth Advisors
Illinois
$222K
AAS
715
Ameritas Advisory Services
Nebraska
$221K
CT
716
Caldwell Trust
Florida
$219K
MW
717
MBL Wealth
North Carolina
$219K
SVWAG
718
Sound View Wealth Advisors Group
Georgia
$218K
AWM
719
Arista Wealth Management
Nevada
$217K
BIG
720
Brooklyn Investment Group
New York
$215K
CWMK
721
Caliber Wealth Management (Kansas)
Kansas
$214K
OC
722
Oakworth Capital
Alabama
$214K
SIAG
723
Safeguard Investment Advisory Group
California
$213K
DI
724
Disciplined Investors
Texas
$213K
OP
725
Oath Planning
Oklahoma
$213K