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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
EFP
101
EnRich Financial Partners
Wisconsin
$17.1M +$226K +3,381 +1%
OIA
102
OneDigital Investment Advisors
Kansas
$16.8M +$3.3M +49,513 +25%
AIC
103
Allodium Investment Consultants
Minnesota
$16.6M +$240K +3,594 +2%
PWM
104
PBMares Wealth Management
Virginia
$16.4M +$313K +4,692 +2%
Morgan Stanley
105
Morgan Stanley
New York
$15.9M -$2.61M -39,095 -14%
CA
106
Clune & Associates
Illinois
$15.9M -$100K -1,498 -0.6%
LFS
107
Lutz Financial Services
Nebraska
$15.9M -$174K -2,607 -1%
LI
108
LRI Investments
Florida
$15.6M +$6.74K +101 +0%
SMM
109
Stadion Money Management
Georgia
$15.2M -$791K -11,852 -5%
ACM
110
Aspen Capital Management
Idaho
$15.2M -$1.27K -19 -0%
SWM
111
Sentinel Wealth Management
Virginia
$15M -$221K -3,304 -1%
GCM
112
G2 Capital Management
Ohio
$15M +$666K +9,978 +5%
JP Morgan Chase
113
JP Morgan Chase
New York
$14.7M -$1.01M -15,092 -7%
W
114
WPWealth
Texas
$14.4M +$2.63M +39,451 +23%
WFA
115
West Financial Advisors
Iowa
$14.1M -$456K -6,839 -3%
Stifel Financial
116
Stifel Financial
Missouri
$14M +$980K +14,675 +8%
MSWM
117
McGlone Suttner Wealth Management
Wisconsin
$13.9M +$215K +3,218 +2%
Financial Engines Advisors
118
Financial Engines Advisors
California
$13.4M +$4.95M +74,205 +61%
PAS
119
Park Avenue Securities
New York
$13M +$2.12M +31,703 +20%
MHB
120
Midwest Heritage Bank
Iowa
$12.8M -$30.4K -455 -0.2%
SIG
121
Spinnaker Investment Group
California
$12.6M +$920K +13,777 +8%
AA
122
Aire Advisors
California
$12.4M -$1.6K -24 -0%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$12.3M -$143K -2,141 -1%
WFAG
124
Wescott Financial Advisory Group
Pennsylvania
$12.3M +$509K +7,626 +4%
SSC
125
Syverson Strege & Co
Iowa
$12.2M -$609K -9,119 -5%