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Dimensional US Small Cap ETF

839 hedge funds and large institutions have $9.89B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 371 increasing their positions, 214 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
839
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$19M
AIC
102
Allodium Investment Consultants
Minnesota
$18.8M
PWP
103
Parkwoods Wealth Partners
New York
$18.7M
TCM
104
Tassel Capital Management
North Carolina
$18.5M
Wells Fargo
105
Wells Fargo
California
$18.5M
AA
106
Advisory Alpha
Michigan
$18.5M
MWA
107
Monograph Wealth Advisors
California
$18.4M
CA
108
Clune & Associates
Illinois
$17.7M
EFP
109
EnRich Financial Partners
Wisconsin
$17.7M
LI
110
LRI Investments
Florida
$17.2M
W
111
WPWealth
Texas
$16.9M
NHT
112
New Hampshire Trust
New Hampshire
$16.5M
LFS
113
Lutz Financial Services
Nebraska
$16.5M
Stifel Financial
114
Stifel Financial
Missouri
$16.3M
OIA
115
OneDigital Investment Advisors
Kansas
$16M
GCM
116
G2 Capital Management
Ohio
$15.9M
Jones Financial Companies
117
Jones Financial Companies
Missouri
$15.4M
SWM
118
Sentinel Wealth Management
Virginia
$15.4M
ACM
119
Aspen Capital Management
Idaho
$15.4M
JP Morgan Chase
120
JP Morgan Chase
New York
$15.1M
PAS
121
Park Avenue Securities
New York
$14.9M
WFA
122
West Financial Advisors
Iowa
$14.8M
MSWM
123
McGlone Suttner Wealth Management
Wisconsin
$14.6M
TLFA
124
True Link Financial Advisors
California
$14.5M
DAS
125
Dynamic Advisor Solutions
Arizona
$14.2M