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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
Morgan Stanley
151
Morgan Stanley
New York
$11M
BDWCC
152
B&D White Capital Company
Texas
$10.9M
JWM
153
JGP Wealth Management
Oregon
$10.9M
W
154
WorthPointe
California
$10.8M
DWM
155
Daner Wealth Management
Georgia
$10.7M
PWMG
156
Pioneer Wealth Management Group
Texas
$10.5M
MML Investors Services
157
MML Investors Services
Massachusetts
$10.4M
CCM
158
Colorado Capital Management
Colorado
$10.4M
FFM
159
Forum Financial Management
Illinois
$10.4M
MCM
160
MAI Capital Management
Ohio
$10.3M
EFP
161
Envision Financial Planning
Tennessee
$9.97M
DB
162
Dravo Bay
Delaware
$9.91M
GHA
163
Granite Harbor Advisors
Texas
$9.75M
EA
164
Efficient Advisors
Ohio
$9.68M
WMP
165
Wealth Management Partners
Arizona
$9.62M
Baird Financial Group
166
Baird Financial Group
Wisconsin
$9.57M
CA
167
CGN Advisors
Kansas
$9.51M
CPA
168
Capital Performance Advisors
California
$9.47M
WTFG
169
Wood Tarver Financial Group
Idaho
$9.47M
SWM
170
Spire Wealth Management
Virginia
$9.46M
WB
171
Webster Bank
Connecticut
$9.41M
FNBSF
172
First National Bank Sioux Falls
South Dakota
$9.39M
GAM
173
Gemmer Asset Management
California
$9.37M
AWM
174
Axxcess Wealth Management
California
$9.36M
PFS
175
Professional Financial Solutions
Virginia
$9.31M