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Dimensional US Small Cap ETF

773 hedge funds and large institutions have $8.87B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 333 increasing their positions, 232 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
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
SWM
126
Sterling Wealth Management
Illinois
$12.1M
Jones Financial Companies
127
Jones Financial Companies
Missouri
$11.9M
TFA
128
Trinity Financial Advisors
Ohio
$11.6M
PSP
129
Pacific Sage Partners
Washington
$11.6M
BA
130
Bridgewater Advisors
New York
$11.6M
OCM
131
One Capital Management
California
$11.6M
AIS
132
American Investment Services
Massachusetts
$11.5M
AF
133
Allworth Financial
California
$11.5M
Wells Fargo
134
Wells Fargo
California
$11.4M
BWMG
135
Bannerman Wealth Management Group
Texas
$11.3M
SWG
136
Summit Wealth Group
Vermont
$11.2M
CCA
137
Conservest Capital Advisors
Pennsylvania
$11.1M
BH
138
Burk Holdings
Oklahoma
$11.1M
MFG
139
Mendota Financial Group
Wisconsin
$11M
EW
140
Enzi Wealth
Texas
$11M
FFM
141
Forum Financial Management
Illinois
$10.5M
BDWCC
142
B&D White Capital Company
Texas
$10.3M
CPA
143
Cardiff Park Advisors
California
$10.1M
CPA
144
Capital Performance Advisors
California
$10M
CCM
145
Colorado Capital Management
Colorado
$10M
MCM
146
MAI Capital Management
Ohio
$9.99M
W
147
WorthPointe
California
$9.98M
CA
148
CGN Advisors
Kansas
$9.92M
PWMG
149
Pioneer Wealth Management Group
Texas
$9.66M
EFP
150
Envision Financial Planning
Tennessee
$9.61M