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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
KAM
176
KEB Asset Management
Illinois
$8.06M -$65.9K -988 -0.8%
RA
177
Ruggaard & Associates
Ohio
$8.05M +$68.8K +1,031 +0.9%
AL
178
Aspiriant LLC
California
$8.01M +$292K +4,368 +4%
HR
179
Hardy Reed
Mississippi
$7.97M +$30.2K +453 +0.4%
MFG
180
Merit Financial Group
Georgia
$7.89M -$1.28M -19,115 -14%
PFG
181
Pinnacle Financial Group
Illinois
$7.76M +$188K +2,811 +3%
AWMM
182
Aegis Wealth Management (Maryland)
Maryland
$7.56M -$654K -9,794 -8%
PAG
183
Private Advisor Group
New Jersey
$7.51M +$449K +6,720 +7%
RA
184
RFG Advisory
Alabama
$7.48M -$54.5K -816 -0.7%
YWM
185
Yardley Wealth Management
Pennsylvania
$7.34M -$390K -5,844 -5%
RWM
186
Ruedi Wealth Management
Illinois
$7.31M +$22.5K +337 +0.3%
CW
187
Curio Wealth
Maryland
$7.27M +$372K +5,570 +6%
LG
188
LAM Group
Oregon
$7.21M -$188K -2,818 -3%
KAS
189
KPP Advisory Services
Kentucky
$7M +$134K +2,004 +2%
VPWA
190
Vestia Personal Wealth Advisors
Indiana
$6.89M +$733K +10,975 +12%
CWA
191
Cascade Wealth Advisors
Washington
$6.83M +$1.17M +17,576 +21%
JWM
192
JDH Wealth Management
California
$6.83M -$2.94K -44 -0%
NA
193
NewEdge Advisors
Louisiana
$6.74M -$171K -2,569 -3%
NWM
194
Navigoe Wealth Management
California
$6.71M -$243K -3,639 -4%
CFO
195
Collective Family Office
Pennsylvania
$6.68M -$4.81K -72 -0.1%
CA
196
Claris Advisors
Missouri
$6.66M
VWA
197
Visionary Wealth Advisors
Illinois
$6.63M +$6.08M +91,108 +1,587%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$6.54M +$214K +3,204 +3%
KA
199
Kooman & Associates
Pennsylvania
$6.54M +$322K +4,820 +5%
AFA
200
Alpha Financial Advisors
North Carolina
$6.51M -$126K -1,885 -2%