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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
MWM
51
Modera Wealth Management
New Jersey
$36.1M
KL
52
KWMG LLC
Kansas
$33.6M
AAM
53
Austin Asset Management
Texas
$32.9M
Truist Financial
54
Truist Financial
North Carolina
$32.8M
PFM
55
Phillips Financial Management
Indiana
$32.4M
RYA
56
Richard Young Associates
Georgia
$31.8M
SFA
57
Sequoia Financial Advisors
Ohio
$31.5M
HWMG
58
Hurlow Wealth Management Group
Indiana
$31.3M
HIG
59
Heritage Investment Group
Florida
$30.9M
HWMT
60
Heritage Wealth Management (Texas)
Texas
$29.8M
ACC
61
Acorn Creek Capital
Colorado
$29.6M
FC
62
Financial Consulate
Maryland
$29.6M
Osaic Holdings
63
Osaic Holdings
Arizona
$29.5M
DF
64
DecisionPoint Financial
Arizona
$29M
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$28.8M
TWM
66
Tanager Wealth Management
United Kingdom
$28.5M
Comerica Bank
67
Comerica Bank
Texas
$27.4M
DP
68
Divergent Planning
Maryland
$25.4M
CL
69
Choreo LLC
Illinois
$25.3M
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$24.8M
MSWMA
71
Market Street Wealth Management Advisors
Indiana
$24.6M
DEM
72
Disciplined Equity Management
Florida
$24.4M
GWMT
73
Guardian Wealth Management (Tennessee)
Tennessee
$23.6M
FG
74
Foster Group
Iowa
$23.1M
YAL
75
Your Advocates Ltd
Texas
$23M