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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
Financial Engines Advisors
126
Financial Engines Advisors
California
$14M
BA
127
Bridgewater Advisors
New York
$13.3M
MHB
128
Midwest Heritage Bank
Iowa
$13.1M
WFAG
129
Wescott Financial Advisory Group
Pennsylvania
$13M
AA
130
Aire Advisors
California
$12.9M
SIG
131
Spinnaker Investment Group
California
$12.8M
SWM
132
Sterling Wealth Management
Illinois
$12.7M
AIS
133
American Investment Services
Massachusetts
$12.7M
SSC
134
Syverson Strege & Co
Iowa
$12.2M
MWM
135
Modern Wealth Management
Kansas
$12.2M
PSP
136
Pacific Sage Partners
Washington
$12.2M
SAM
137
Smartleaf Asset Management
Massachusetts
$12.1M
TFA
138
Trinity Financial Advisors
Ohio
$12.1M
BCI
139
Brinker Capital Investments
Pennsylvania
$12.1M
BWMG
140
Bannerman Wealth Management Group
Texas
$12.1M
I
141
INVST
Indiana
$12M
SWG
142
Summit Wealth Group
Vermont
$11.7M
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$11.7M
BH
144
Burk Holdings
Oklahoma
$11.7M
MFG
145
Mendota Financial Group
Wisconsin
$11.6M
AF
146
Allworth Financial
California
$11.5M
HI
147
Harbour Investments
Wisconsin
$11.3M
CCA
148
Conservest Capital Advisors
Pennsylvania
$11.2M
CCFM
149
Clear Creek Financial Management
Washington
$11.2M
OCM
150
One Capital Management
California
$11.1M