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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
HWP
851
Highline Wealth Partners
California
$7.04K
WIM
852
Westside Investment Management
California
$6.83K
AWM
853
Angeles Wealth Management
California
$6.67K
TC
854
Truvestments Capital
Florida
$6.01K
VWWMG
855
Vermillion & White Wealth Management Group
Pennsylvania
$3.69K
CWM
856
Cranbrook Wealth Management
Michigan
$3.48K
BSB
857
Bangor Savings Bank
Maine
$2.79K
KFG
858
Kingdom Financial Group
Arizona
$2.65K +$2.62K +38 New
Qube Research & Technologies (QRT)
859
Qube Research & Technologies (QRT)
United Kingdom
$2.16K +$2.14K +31 New
AIC
860
Archer Investment Corporation
Indiana
$1.04K
CFD
861
Creative Financial Designs
Indiana
$697 -$3.65K -53 -84%
FFA
862
Frazier Financial Advisors
Ohio
$628
MI
863
Motiv8 Investments
Florida
$160 +$159K +2,302 New
JFA
864
JNBA Financial Advisors
Minnesota
$71 +$69 +1 New
MWP
865
Meriwether Wealth & Planning
Louisiana
-$5.43M -79,255 Closed
AI
866
Atria Investments
North Carolina
-$4.78M -69,831 Closed
MSFS
867
Main Street Financial Solutions
Pennsylvania
-$4.24M -61,973 Closed
BCA
868
Bay Colony Advisors
Massachusetts
-$1.41M -20,639 Closed
Kovitz Investment Group Partners
869
Kovitz Investment Group Partners
Illinois
-$1.31M -19,200 Closed
TWP
870
Total Wealth Planning
Ohio
-$903K -13,183 Closed
BJL
871
Brighton Jones LLC
Washington
-$476K -6,946 Closed
SW
872
SteelPeak Wealth
California
-$317K -4,631 Closed
Citadel Advisors
873
Citadel Advisors
Florida
-$310K -4,533 Closed
Susquehanna International Group
874
Susquehanna International Group
Pennsylvania
-$309K -4,513 Closed
AWP
875
Astra Wealth Partners
New Jersey
-$297K -4,334 Closed