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Dimensional US Small Cap ETF

765 hedge funds and large institutions have $8.83B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 331 increasing their positions, 227 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
Jones Financial Companies
126
Jones Financial Companies
Missouri
$11.9M
TFA
127
Trinity Financial Advisors
Ohio
$11.6M
PSP
128
Pacific Sage Partners
Washington
$11.6M
BA
129
Bridgewater Advisors
New York
$11.6M
OCM
130
One Capital Management
California
$11.6M
AIS
131
American Investment Services
Massachusetts
$11.5M
Wells Fargo
132
Wells Fargo
California
$11.4M
BWMG
133
Bannerman Wealth Management Group
Texas
$11.3M
SWG
134
Summit Wealth Group
Vermont
$11.2M
CCA
135
Conservest Capital Advisors
Pennsylvania
$11.1M
BH
136
Burk Holdings
Oklahoma
$11.1M
MFG
137
Mendota Financial Group
Wisconsin
$11M
EW
138
Enzi Wealth
Texas
$11M
FFM
139
Forum Financial Management
Illinois
$10.5M
BDWCC
140
B&D White Capital Company
Texas
$10.3M
CPA
141
Cardiff Park Advisors
California
$10.1M
CPA
142
Capital Performance Advisors
California
$10M
CCM
143
Colorado Capital Management
Colorado
$10M
MCM
144
MAI Capital Management
Ohio
$9.99M
W
145
WorthPointe
California
$9.98M
CA
146
CGN Advisors
Kansas
$9.92M
PWMG
147
Pioneer Wealth Management Group
Texas
$9.66M
EFP
148
Envision Financial Planning
Tennessee
$9.61M
FCA
149
FLC Capital Advisors
California
$9.43M
DWM
150
Daner Wealth Management
Georgia
$9.39M