We are live on ! Find out more
DFAS icon

Dimensional US Small Cap ETF

782 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: 768782 (+14)

0% more funds holding in top 10

Funds holding in top 10: 9696 (0)

0.75% less ownership

Funds ownership: 79.09%78.33% (-0.75%)

Holders
782
Holders Change
+14
Holders Change %
+1.82%
% of All Funds
10.27%
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
SFA
51
Sequoia Financial Advisors
Ohio
$31.2M -$185K -2,770 -0.6%
HIG
52
Heritage Investment Group
Florida
$30.5M -$365K -5,471 -1%
PFM
53
Phillips Financial Management
Indiana
$29.9M +$2.19M +32,876 +8%
ACC
54
Acorn Creek Capital
Colorado
$28.6M +$1.19M +17,887 +4%
FC
55
Financial Consulate
Maryland
$28.5M +$1.29M +19,257 +5%
HWMT
56
Heritage Wealth Management (Texas)
Texas
$28.5M +$480K +7,197 +2%
Osaic Holdings
57
Osaic Holdings
Arizona
$28M +$4.36M +65,323 +19%
HWMG
58
Hurlow Wealth Management Group
Indiana
$27.5M +$4.47M +67,034 +20%
DF
59
DecisionPoint Financial
Arizona
$27.4M +$1.75M +26,213 +7%
TWM
60
Tanager Wealth Management
United Kingdom
$27.4M +$735K +11,011 +3%
BFG
61
Bouchey Financial Group
New York
$27.3M +$360K +5,388 +1%
VT
62
Vise Technologies
New York
$27.2M +$26.1M +391,081 +6,628%
Comerica Bank
63
Comerica Bank
Texas
$27.1M -$144K -2,151 -0.5%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$26.5M -$1.35M -20,250 -5%
CL
65
Choreo LLC
Illinois
$25.1M -$723K -10,831 -3%
DP
66
Divergent Planning
Maryland
$24.4M +$817K +12,234 +4%
FNT
67
First National Trust
Pennsylvania
$24.4M -$489K -7,332 -2%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$24.3M +$1.27M +18,967 +6%
MSWMA
69
Market Street Wealth Management Advisors
Indiana
$23.7M -$304K -4,551 -1%
FG
70
Foster Group
Iowa
$23.5M -$2.66M -39,856 -10%
DEM
71
Disciplined Equity Management
Florida
$23.4M +$318K +4,761 +1%
PCI
72
Planning Center Inc
Illinois
$22.8M -$43.1K -646 -0.2%
YAL
73
Your Advocates Ltd
Texas
$22.3M +$392K +5,867 +2%
THL
74
Tillman Hartley LLC
Colorado
$22.2M -$85.1K -1,275 -0.4%
EWM
75
Empirical Wealth Management
Washington
$22.1M +$306K +4,578 +1%