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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
CT
726
Caldwell Trust
Florida
$219K
MW
727
MBL Wealth
North Carolina
$219K +$216K +3,139 New
SVWAG
728
Sound View Wealth Advisors Group
Georgia
$218K +$276 +4 +0.1%
AWM
729
Arista Wealth Management
Nevada
$217K
BIG
730
Brooklyn Investment Group
New York
$215K +$210K +3,043 New
CWMK
731
Caliber Wealth Management (Kansas)
Kansas
$214K
OC
732
Oakworth Capital
Alabama
$214K
SIAG
733
Safeguard Investment Advisory Group
California
$213K -$29.8K -432 -12%
DI
734
Disciplined Investors
Texas
$213K +$483 +7 +0.2%
OP
735
Oath Planning
Oklahoma
$213K +$211K +3,055 New
AFC
736
Ares Financial Consulting
California
$210K +$207K +3,008 New
LF
737
Lantz Financial
Illinois
$209K
MCWA
738
Meadow Creek Wealth Advisors
Georgia
$209K +$207K +3,000 New
VF
739
Vestment Financial
Minnesota
$208K +$196K +2,837 New
FWS
740
FinDec Wealth Services
California
$208K -$2.62K -38 -1%
KCM
741
Kathmere Capital Management
Pennsylvania
$207K
WWG
742
West Wealth Group
California
$207K +$205K +2,971 New
FCBT
743
First Citizens Bank & Trust
North Carolina
$206K +$204K +2,960 New
ML
744
Mayport LLC
Massachusetts
$204K -$13.8K -200 -6%
SAG
745
SageView Advisory Group
California
$203K -$104K -1,506 -34%
AC
746
Annandale Capital
Texas
$202K +$200K +2,897 New
SWM
747
SeaCrest Wealth Management
New York
$202K +$193K +2,804 New
MFS
748
Madrona Financial Services
Washington
$202K +$200K +2,899 New
S
749
SignatureFD
Georgia
$201K -$113K -1,639 -36%
HCM
750
Hollencrest Capital Management
California
$199K