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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
AWM
751
AE Wealth Management
Kansas
$198K +$12.4K +180 +7%
ACA
752
Aptus Capital Advisors
Alabama
$195K
KSB
753
Kennebec Savings Bank
Maine
$194K -$11.9K -172 -6%
HNB
754
Huntington National Bank
Ohio
$190K
RTL
755
Red Tortoise LLC
Georgia
$187K
BF
756
BOK Financial
Oklahoma
$186K +$20.3K +294 +12%
LWM
757
Lodestone Wealth Management
Washington
$183K +$181K +2,631 New
WWM
758
Woodside Wealth Management
Massachusetts
$170K
ME
759
McIlrath & Eck
Washington
$169K -$32.5K -471 -16%
WSFS
760
Wilmington Savings Fund Society
Delaware
$168K +$21.6K +314 +15%
RWA
761
Redmont Wealth Advisors
Illinois
$162K +$5.86K +85 +4%
NOI
762
Newton One Investments
Delaware
$161K +$276 +4 +0.2%
SPIA
763
Steward Partners Investment Advisory
New York
$159K +$3.1K +45 +2%
PWA
764
Provenance Wealth Advisors
Florida
$148K
AssetMark Inc
765
AssetMark Inc
California
$136K -$37.1K -538 -22%
TWD
766
True Wealth Design
Ohio
$135K -$2.96K -43 -2%
FM
767
Family Management
New York
$133K +$9.93K +144 +8%
TFM
768
TFC Financial Management
Massachusetts
$128K
TRCT
769
Tower Research Capital (TRC)
New York
$123K +$122K +1,769 New
CFO
770
CVA Family Office
Colorado
$122K -$68.2K -989 -36%
CMBA
771
C.M. Bidwell & Associates
Hawaii
$120K
AP
772
Aspect Partners
Virginia
$119K
NRWA
773
North Ridge Wealth Advisors
Oregon
$118K
FG
774
Fairman Group
Pennsylvania
$109K +$276 +4 +0.3%
SC
775
Sawyer & Company
Massachusetts
$109K -$60.7K -880 -36%