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Dimensional US Small Cap ETF

765 hedge funds and large institutions have $8.83B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 331 increasing their positions, 227 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
HR
176
Hardy Reed
Mississippi
$7.97M
MFG
177
Merit Financial Group
Georgia
$7.89M
PFG
178
Pinnacle Financial Group
Illinois
$7.76M
AWM
179
Aegis Wealth Management
Maryland
$7.56M
PAG
180
Private Advisor Group
New Jersey
$7.51M
RA
181
RFG Advisory
Alabama
$7.48M
YWM
182
Yardley Wealth Management
Pennsylvania
$7.34M
RWM
183
Ruedi Wealth Management
Illinois
$7.31M
CW
184
Curio Wealth
Maryland
$7.27M
LG
185
LAM Group
Oregon
$7.21M
KAS
186
KPP Advisory Services
Kentucky
$7M
VPWA
187
Vestia Personal Wealth Advisors
Indiana
$6.89M
CWA
188
Cascade Wealth Advisors
Washington
$6.83M
JWM
189
JDH Wealth Management
California
$6.83M
NA
190
NewEdge Advisors
Louisiana
$6.74M
NWM
191
Navigoe Wealth Management
California
$6.71M
CFO
192
Collective Family Office
Pennsylvania
$6.68M
CA
193
Claris Advisors
Missouri
$6.66M
VWA
194
Visionary Wealth Advisors
Illinois
$6.63M
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$6.54M
KA
196
Kooman & Associates
Pennsylvania
$6.54M
AFA
197
Alpha Financial Advisors
North Carolina
$6.51M
PRS
198
Pinkerton Retirement Specialists
Idaho
$6.4M
JFG
199
JMG Financial Group
Illinois
$6.39M
RLWM
200
RF&L Wealth Management
Massachusetts
$6.38M