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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
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$19M -$1.22M -17,695 -6%
AIC
102
Allodium Investment Consultants
Minnesota
$18.8M +$1.87M +27,091 +11%
PWP
103
Parkwoods Wealth Partners
New York
$18.7M +$360K +5,218 +2%
TCM
104
Tassel Capital Management
North Carolina
$18.5M +$1.06M +15,440 +6%
Wells Fargo
105
Wells Fargo
California
$18.5M +$6.77M +98,222 +59%
AA
106
Advisory Alpha
Michigan
$18.5M +$896K +13,003 +5%
MWA
107
Monograph Wealth Advisors
California
$18.4M +$876K +12,704 +5%
CA
108
Clune & Associates
Illinois
$17.7M +$1.49M +21,676 +9%
EFP
109
EnRich Financial Partners
Wisconsin
$17.7M +$276K +4,010 +2%
LI
110
LRI Investments
Florida
$17.2M +$1.35M +19,511 +9%
W
111
WPWealth
Texas
$16.9M +$2.26M +32,809 +16%
NHT
112
New Hampshire Trust
New Hampshire
$16.5M -$1.03M -14,925 -6%
LFS
113
Lutz Financial Services
Nebraska
$16.5M +$325K +4,708 +2%
Stifel Financial
114
Stifel Financial
Missouri
$16.3M +$2.01M +29,140 +14%
OIA
115
OneDigital Investment Advisors
Kansas
$16M -$1.11M -16,158 -7%
GCM
116
G2 Capital Management
Ohio
$15.9M +$592K +8,592 +4%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$15.4M +$3.34M +48,422 +28%
SWM
118
Sentinel Wealth Management
Virginia
$15.4M +$102K +1,486 +0.7%
ACM
119
Aspen Capital Management
Idaho
$15.4M -$86.9K -1,261 -0.6%
JP Morgan Chase
120
JP Morgan Chase
New York
$15.1M +$138K +1,996 +0.9%
PAS
121
Park Avenue Securities
New York
$14.9M +$1.69M +24,493 +13%
WFA
122
West Financial Advisors
Iowa
$14.8M +$467K +6,776 +3%
MSWM
123
McGlone Suttner Wealth Management
Wisconsin
$14.6M +$440K +6,384 +3%
TLFA
124
True Link Financial Advisors
California
$14.5M +$14.4M +208,580 New
DAS
125
Dynamic Advisor Solutions
Arizona
$14.2M -$3.87M -56,090 -22%