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Dimensional US Small Cap ETF

849 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 112 funds opening new positions, 372 increasing their positions, 215 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
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
QHA
701
Quarry Hill Advisors
Minnesota
$234K
BFA
702
Benningfield Financial Advisors
California
$233K
SWA
703
Stratos Wealth Advisors
Ohio
$233K
SIM
704
Synergy Investment Management
Florida
$230K
AA
705
Armis Advisers
Georgia
$229K
GA
706
Goldstein Advisors
Wisconsin
$229K
PIA
707
Perennial Investment Advisors
California
$229K
Wealthfront Advisers
708
Wealthfront Advisers
California
$228K
OFS
709
Opus Financial Solutions
Illinois
$227K
OA
710
Operose Advisors
Wisconsin
$224K
WT
711
Whittier Trust
California
$224K
TAFW
712
Tred Avon Family Wealth
Maryland
$224K
OWA
713
Oak Wealth Advisors
Illinois
$222K
AAS
714
Ameritas Advisory Services
Nebraska
$221K
CT
715
Caldwell Trust
Florida
$219K
MW
716
MBL Wealth
North Carolina
$219K
SVWAG
717
Sound View Wealth Advisors Group
Georgia
$218K
AWM
718
Arista Wealth Management
Nevada
$217K
BIG
719
Brooklyn Investment Group
New York
$215K
CWMK
720
Caliber Wealth Management (Kansas)
Kansas
$214K
OC
721
Oakworth Capital
Alabama
$214K
SIAG
722
Safeguard Investment Advisory Group
California
$213K
DI
723
Disciplined Investors
Texas
$213K
OP
724
Oath Planning
Oklahoma
$213K
AFC
725
Ares Financial Consulting
California
$210K