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Dimensional US Small Cap ETF

782 hedge funds and large institutions have $8.88B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 342 increasing their positions, 230 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

49% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 230

10% more capital invested

Capital invested by funds: $8.06B → $8.88B (+$825M)

2% more funds holding

Funds holding: 768782 (+14)

0% more funds holding in top 10

Funds holding in top 10: 9696 (0)

0.75% less ownership

Funds ownership: 79.09%78.33% (-0.75%)

Holders
782
Holders Change
+14
Holders Change %
+1.82%
% of All Funds
10.27%
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.26%
New
53
Increased
342
Reduced
230
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
76
Jackson Thornton Wealth Management
Alabama
$21M -$629K -9,418 -3%
MPW
77
MASECO Private Wealth
$20.9M -$1.02M -15,284 -5%
BIG
78
Builder Investment Group
Georgia
$20.8M +$176K +2,634 +0.9%
TFG
79
Tilson Financial Group
New Jersey
$20.2M -$34K -509 -0.2%
TFO
80
Timonier Family Office
North Carolina
$20M +$1.16M +17,314 +6%
AF
81
Advisornet Financial
Minnesota
$19.9M -$1.31M -19,661 -6%
FMWA
82
Forvis Mazars Wealth Advisors
Missouri
$19.9M -$964K -14,446 -5%
BPA
83
Beacon Pointe Advisors
California
$19.8M +$2.38M +35,705 +14%
PFA
84
Pillar Financial Advisors
Kentucky
$19.4M +$235K +3,516 +1%
FPCG
85
Forum Private Client Group
Indiana
$19.3M +$513K +7,690 +3%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$19M +$1.04M +15,552 +6%
MAM
87
McLean Asset Management
Virginia
$19M -$974K -14,588 -5%
PS
88
Pinney & Scofield
Massachusetts
$19M +$308K +4,612 +2%
Corient Private Wealth
89
Corient Private Wealth
Florida
$18.9M -$23.3M -349,066 -56%
FSWA
90
Financial Synergies Wealth Advisors
Texas
$18.7M +$354K +5,307 +2%
HIF
91
Hill Island Financial
Michigan
$18.6M +$1.41M +21,067 +8%
PIAS
92
PCA Investment Advisory Services
Ohio
$18M +$1.58M +23,629 +10%
PWP
93
Parkwoods Wealth Partners
New York
$18M +$2.95M +44,248 +20%
MWM
94
Mission Wealth Management
California
$17.9M -$323K -4,846 -2%
DAS
95
Dynamic Advisor Solutions
Arizona
$17.7M +$170K +2,550 +1%
FFA
96
Farther Finance Advisors
California
$17.6M +$1.92M +28,729 +13%
AA
97
Advisory Alpha
Michigan
$17.3M +$1.32M +19,781 +9%
NHT
98
New Hampshire Trust
New Hampshire
$17.3M -$5.1M -76,348 -23%
MWA
99
Monograph Wealth Advisors
California
$17.2M +$4.24M +63,540 +34%
TCM
100
Tassel Capital Management
North Carolina
$17.1M +$672K +10,066 +4%