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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
WW
176
Waterfront Wealth
Kansas
$9.27M
1WM
177
1900 Wealth Management
Texas
$9.19M
V
178
VeraBank
Texas
$9.15M
SCM
179
SB Capital Management
California
$9.03M
GAM
180
GEM Asset Management
Michigan
$8.92M
BCA
181
Ballentine Capital Advisors
South Carolina
$8.85M
VWM
182
Vermillion Wealth Management
Minnesota
$8.82M
TWP
183
TFO Wealth Partners
Ohio
$8.73M
CPA
184
Cardiff Park Advisors
California
$8.7M
CWM
185
CarsonAllaria Wealth Management
Illinois
$8.65M
KAS
186
Kestra Advisory Services
Texas
$8.46M
HR
187
Hardy Reed
Mississippi
$8.46M
VPWA
188
Vestia Personal Wealth Advisors
Indiana
$8.28M
CW
189
Curio Wealth
Maryland
$8.26M
KAM
190
KEB Asset Management
Illinois
$8.22M
FNT
191
First National Trust
Pennsylvania
$8.11M
CPCP
192
Cedar Point Capital Partners
Iowa
$8.07M
AL
193
Aspiriant LLC
California
$8.05M
PFG
194
Pinnacle Financial Group
Illinois
$7.89M
CAL
195
Capital Analysts LLC
Pennsylvania
$7.84M
LFG
196
Larson Financial Group
Missouri
$7.72M
YWM
197
Yardley Wealth Management
Pennsylvania
$7.71M
RA
198
RFG Advisory
Alabama
$7.67M
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$7.59M
PAG
200
Private Advisor Group
New Jersey
$7.51M