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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
Financial Engines Advisors
126
Financial Engines Advisors
California
$14M +$323K +4,682 +2%
BA
127
Bridgewater Advisors
New York
$13.3M +$252K +3,651 +2%
MHB
128
Midwest Heritage Bank
Iowa
$13.1M +$101K +1,459 +0.8%
WFAG
129
Wescott Financial Advisory Group
Pennsylvania
$13M +$461K +6,682 +4%
AA
130
Aire Advisors
California
$12.9M +$285K +4,141 +2%
SIG
131
Spinnaker Investment Group
California
$12.8M -$29.6K -429 -0.2%
SWM
132
Sterling Wealth Management
Illinois
$12.7M +$381K +5,533 +3%
AIS
133
American Investment Services
Massachusetts
$12.7M +$970K +14,077 +8%
SSC
134
Syverson Strege & Co
Iowa
$12.2M -$150K -2,178 -1%
MWM
135
Modern Wealth Management
Kansas
$12.2M +$8.53M +123,750 +240%
PSP
136
Pacific Sage Partners
Washington
$12.2M +$353K +5,126 +3%
SAM
137
Smartleaf Asset Management
Massachusetts
$12.1M +$8.73M +126,586 +279%
TFA
138
Trinity Financial Advisors
Ohio
$12.1M +$282K +4,084 +2%
BCI
139
Brinker Capital Investments
Pennsylvania
$12.1M +$11.2M +162,153 +1,403%
BWMG
140
Bannerman Wealth Management Group
Texas
$12.1M +$538K +7,805 +5%
I
141
INVST
Indiana
$12M +$559K +8,114 +5%
SWG
142
Summit Wealth Group
Vermont
$11.7M +$290K +4,205 +3%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$11.7M -$830K -12,035 -7%
BH
144
Burk Holdings
Oklahoma
$11.7M +$364K +5,283 +3%
MFG
145
Mendota Financial Group
Wisconsin
$11.6M +$365K +5,292 +3%
AF
146
Allworth Financial
California
$11.5M -$162K -2,357 -1%
HI
147
Harbour Investments
Wisconsin
$11.3M +$9.68M +140,404 +647%
CCA
148
Conservest Capital Advisors
Pennsylvania
$11.2M -$155K -2,253 -1%
CCFM
149
Clear Creek Financial Management
Washington
$11.2M +$2.17M +31,527 +24%
OCM
150
One Capital Management
California
$11.1M -$625K -9,070 -5%