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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
EFP
151
Envision Financial Planning
Tennessee
$9.61M +$397K +5,953 +4%
FCA
152
FLC Capital Advisors
California
$9.43M -$146K -2,194 -2%
DWM
153
Daner Wealth Management
Georgia
$9.39M +$53.3K +799 +0.6%
GHA
154
Granite Harbor Advisors
Texas
$9.32M -$3.2M -47,926 -26%
MML Investors Services
155
MML Investors Services
Massachusetts
$9.26M +$613K +9,187 +7%
DB
156
Dravo Bay
Delaware
$9.07M +$624K +9,342 +8%
1WM
157
1900 Wealth Management
Texas
$9.04M -$79.2K -1,187 -0.9%
SWM
158
Spire Wealth Management
Virginia
$9.04M -$70.8K -1,061 -0.8%
VWM
159
Vermillion Wealth Management
Minnesota
$9M -$309K -4,629 -3%
FNBSF
160
First National Bank Sioux Falls
South Dakota
$8.98M +$116K +1,744 +1%
WTFG
161
Wood Tarver Financial Group
Idaho
$8.97M +$376K +5,639 +4%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$8.92M +$1.22M +18,258 +16%
CCFM
163
Clear Creek Financial Management
Washington
$8.82M +$3.42M +51,284 +66%
V
164
VeraBank
Texas
$8.59M +$454K +6,800 +6%
TWP
165
TFO Wealth Partners
Ohio
$8.46M +$270K +4,046 +3%
CWM
166
CarsonAllaria Wealth Management
Illinois
$8.43M +$3.27K +49 +0%
WW
167
Waterfront Wealth
Kansas
$8.41M +$2.26M +33,836 +38%
EA
168
Efficient Advisors
Ohio
$8.38M +$1.34M +20,129 +20%
BCA
169
Ballentine Capital Advisors
South Carolina
$8.32M +$259K +3,874 +3%
GAM
170
Gemmer Asset Management
California
$8.29M +$281K +4,205 +4%
CPCP
171
Cedar Point Capital Partners
Iowa
$8.23M +$79.2K +1,187 +1%
LFG
172
Larson Financial Group
Missouri
$8.19M -$1.63M -24,346 -17%
GAM
173
GEM Asset Management
Michigan
$8.19M +$107K +1,605 +1%
WB
174
Webster Bank
Connecticut
$8.15M +$409K +6,123 +5%
KAS
175
Kestra Advisory Services
Texas
$8.12M -$11.5K -173 -0.1%