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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
Morgan Stanley
151
Morgan Stanley
New York
$11M -$5.13M -74,415 -32%
BDWCC
152
B&D White Capital Company
Texas
$10.9M +$411K +5,969 +4%
JWM
153
JGP Wealth Management
Oregon
$10.9M +$10.8M +156,074 New
W
154
WorthPointe
California
$10.8M +$616K +8,940 +6%
DWM
155
Daner Wealth Management
Georgia
$10.7M +$104K +1,515 +1%
PWMG
156
Pioneer Wealth Management Group
Texas
$10.5M +$622K +9,019 +6%
MML Investors Services
157
MML Investors Services
Massachusetts
$10.4M +$984K +14,270 +11%
CCM
158
Colorado Capital Management
Colorado
$10.4M +$185K +2,688 +2%
FFM
159
Forum Financial Management
Illinois
$10.4M -$363K -5,271 -3%
MCM
160
MAI Capital Management
Ohio
$10.3M +$144K +2,088 +1%
EFP
161
Envision Financial Planning
Tennessee
$9.97M +$180K +2,615 +2%
DB
162
Dravo Bay
Delaware
$9.91M +$668K +9,684 +7%
GHA
163
Granite Harbor Advisors
Texas
$9.75M +$269K +3,903 +3%
EA
164
Efficient Advisors
Ohio
$9.68M +$1.14M +16,524 +13%
WMP
165
Wealth Management Partners
Arizona
$9.62M +$6.79M +98,459 +249%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$9.57M +$484K +7,016 +5%
CA
167
CGN Advisors
Kansas
$9.51M -$575K -8,340 -6%
CPA
168
Capital Performance Advisors
California
$9.47M -$714K -10,356 -7%
WTFG
169
Wood Tarver Financial Group
Idaho
$9.47M +$337K +4,895 +4%
SWM
170
Spire Wealth Management
Virginia
$9.46M +$260K +3,773 +3%
WB
171
Webster Bank
Connecticut
$9.41M +$1.1M +15,911 +13%
FNBSF
172
First National Bank Sioux Falls
South Dakota
$9.39M +$252K +3,650 +3%
GAM
173
Gemmer Asset Management
California
$9.37M +$919K +13,329 +11%
AWM
174
Axxcess Wealth Management
California
$9.36M +$7.5M +108,819 +426%
PFS
175
Professional Financial Solutions
Virginia
$9.31M +$9.21M +133,628 New