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Dimensional US Small Cap ETF

863 hedge funds and large institutions have $9.98B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 373 increasing their positions, 217 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 28

72% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 217

16% more funds holding in top 10

Funds holding in top 10: 96111 (+15)

12% more capital invested

Capital invested by funds: $8.88B → $9.98B (+$1.1B)

10% more funds holding

Funds holding: 782863 (+81)

3.48% more ownership

Funds ownership: 78.33%81.82% (+3.5%)

Holders
863
Holders Change
+81
Holders Change %
+10.36%
% of All Funds
10.5%
Holding in Top 10
111
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.63%
% of All Funds
1.35%
New
122
Increased
373
Reduced
217
Closed
28
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 -$996K -14,446 -3%
KL
52
KWMG LLC
Kansas
$33.6M +$732K +10,619 +2%
AAM
53
Austin Asset Management
Texas
$32.9M -$373K -5,415 -1%
Truist Financial
54
Truist Financial
North Carolina
$32.8M -$547K -7,934 -2%
PFM
55
Phillips Financial Management
Indiana
$32.4M +$1.93M +28,061 +6%
RYA
56
Richard Young Associates
Georgia
$31.8M +$31.4M +455,789 New
SFA
57
Sequoia Financial Advisors
Ohio
$31.5M -$200K -2,905 -0.6%
HWMG
58
Hurlow Wealth Management Group
Indiana
$31.3M +$3.2M +46,410 +12%
HIG
59
Heritage Investment Group
Florida
$30.9M -$212K -3,075 -0.7%
HWMT
60
Heritage Wealth Management (Texas)
Texas
$29.8M +$769K +11,156 +3%
ACC
61
Acorn Creek Capital
Colorado
$29.6M +$463K +6,710 +2%
FC
62
Financial Consulate
Maryland
$29.6M +$522K +7,576 +2%
Osaic Holdings
63
Osaic Holdings
Arizona
$29.5M +$978K +14,193 +3%
DF
64
DecisionPoint Financial
Arizona
$29M +$1.13M +16,395 +4%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$28.8M +$663K +9,615 +2%
TWM
66
Tanager Wealth Management
United Kingdom
$28.5M +$619K +8,973 +2%
Comerica Bank
67
Comerica Bank
Texas
$27.4M -$167K -2,425 -0.6%
DP
68
Divergent Planning
Maryland
$25.4M +$499K +7,242 +2%
CL
69
Choreo LLC
Illinois
$25.3M -$553K -8,023 -2%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$24.8M +$72.7K +1,055 +0.3%
MSWMA
71
Market Street Wealth Management Advisors
Indiana
$24.6M +$441K +6,394 +2%
DEM
72
Disciplined Equity Management
Florida
$24.4M +$553K +8,029 +2%
GWMT
73
Guardian Wealth Management (Tennessee)
Tennessee
$23.6M +$23.3M +338,472 New
FG
74
Foster Group
Iowa
$23.1M -$787K -11,420 -3%
YAL
75
Your Advocates Ltd
Texas
$23M +$241K +3,494 +1%