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Dimensional US Small Cap ETF

765 hedge funds and large institutions have $8.83B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 331 increasing their positions, 227 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
SFA
51
Sequoia Financial Advisors
Ohio
$31.2M
HIG
52
Heritage Investment Group
Florida
$30.5M
PFM
53
Phillips Financial Management
Indiana
$29.9M
ACC
54
Acorn Creek Capital
Colorado
$28.6M
FC
55
Financial Consulate
Maryland
$28.5M
HWMT
56
Heritage Wealth Management (Texas)
Texas
$28.5M
Osaic Holdings
57
Osaic Holdings
Arizona
$28M
HWMG
58
Hurlow Wealth Management Group
Indiana
$27.5M
DF
59
DecisionPoint Financial
Arizona
$27.4M
TWM
60
Tanager Wealth Management
United Kingdom
$27.4M
BFG
61
Bouchey Financial Group
New York
$27.3M
VT
62
Vise Technologies
New York
$27.2M
Comerica Bank
63
Comerica Bank
Texas
$27.1M
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$26.5M
CL
65
Choreo LLC
Illinois
$25.1M
DP
66
Divergent Planning
Maryland
$24.4M
FNT
67
First National Trust
Pennsylvania
$24.4M
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$24.3M
MSWMA
69
Market Street Wealth Management Advisors
Indiana
$23.7M
FG
70
Foster Group
Iowa
$23.5M
DEM
71
Disciplined Equity Management
Florida
$23.4M
PCI
72
Planning Center Inc
Illinois
$22.8M
YAL
73
Your Advocates Ltd
Texas
$22.3M
THL
74
Tillman Hartley LLC
Colorado
$22.2M
EWM
75
Empirical Wealth Management
Washington
$22.1M