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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
SWM
126
Sterling Wealth Management
Illinois
$12.1M +$361K +5,404 +3%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$11.9M +$2.3M +34,522 +25%
TFA
128
Trinity Financial Advisors
Ohio
$11.6M -$102K -1,521 -0.9%
PSP
129
Pacific Sage Partners
Washington
$11.6M +$2.42M +36,201 +27%
BA
130
Bridgewater Advisors
New York
$11.6M +$450K +6,743 +4%
OCM
131
One Capital Management
California
$11.6M -$419K -6,284 -4%
AIS
132
American Investment Services
Massachusetts
$11.5M -$267K -4,000 -2%
AF
133
Allworth Financial
California
$11.5M -$83.4K -1,249 -0.7%
Wells Fargo
134
Wells Fargo
California
$11.4M +$2.08M +31,152 +23%
BWMG
135
Bannerman Wealth Management Group
Texas
$11.3M -$447K -6,693 -4%
I
136
INVST
Indiana
$11.3M +$2.65M +39,684 +32%
SWG
137
Summit Wealth Group
Vermont
$11.2M +$468K +7,012 +4%
CCA
138
Conservest Capital Advisors
Pennsylvania
$11.1M +$4.94K +74 +0%
BH
139
Burk Holdings
Oklahoma
$11.1M +$390K +5,839 +4%
MFG
140
Mendota Financial Group
Wisconsin
$11M +$1.1M +16,427 +11%
EW
141
Enzi Wealth
Texas
$11M +$80.4K +1,205 +0.7%
FFM
142
Forum Financial Management
Illinois
$10.5M +$520K +7,795 +5%
BDWCC
143
B&D White Capital Company
Texas
$10.3M
CPA
144
Cardiff Park Advisors
California
$10.1M -$45.4K -680 -0.5%
CPA
145
Capital Performance Advisors
California
$10M -$557K -8,349 -5%
CCM
146
Colorado Capital Management
Colorado
$10M +$193K +2,891 +2%
MCM
147
MAI Capital Management
Ohio
$9.99M -$215K -3,220 -2%
W
148
WorthPointe
California
$9.98M -$37.6K -563 -0.4%
CA
149
CGN Advisors
Kansas
$9.92M -$17.3K -259 -0.2%
PWMG
150
Pioneer Wealth Management Group
Texas
$9.66M +$860K +12,882 +10%