We are live on ! Find out more
DFAS icon

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
WW
176
Waterfront Wealth
Kansas
$9.27M +$77.3K +1,122 +0.9%
1WM
177
1900 Wealth Management
Texas
$9.19M -$10.7K -155 -0.1%
V
178
VeraBank
Texas
$9.15M +$409K +5,935 +5%
SCM
179
SB Capital Management
California
$9.03M +$8.94M +129,672 New
GAM
180
GEM Asset Management
Michigan
$8.92M +$274K +3,981 +3%
BCA
181
Ballentine Capital Advisors
South Carolina
$8.85M +$377K +5,467 +4%
VWM
182
Vermillion Wealth Management
Minnesota
$8.82M -$337K -4,889 -4%
TWP
183
TFO Wealth Partners
Ohio
$8.73M +$116K +1,676 +1%
CPA
184
Cardiff Park Advisors
California
$8.7M -$1.57M -22,846 -15%
CWM
185
CarsonAllaria Wealth Management
Illinois
$8.65M +$67.1K +973 +0.8%
BJB
186
Broadhurst Jeffrey B
$8.6M +$8.5M +123,372 New
KAS
187
Kestra Advisory Services
Texas
$8.46M +$196K +2,850 +2%
HR
188
Hardy Reed
Mississippi
$8.46M +$352K +5,099 +4%
VPWA
189
Vestia Personal Wealth Advisors
Indiana
$8.28M +$640K +9,287 +9%
CW
190
Curio Wealth
Maryland
$8.26M +$677K +9,826 +9%
KAM
191
KEB Asset Management
Illinois
$8.22M +$17.7K +257 +0.2%
FNT
192
First National Trust
Pennsylvania
$8.11M -$16.6M -240,467 -67%
CPCP
193
Cedar Point Capital Partners
Iowa
$8.07M -$304K -4,414 -4%
AL
194
Aspiriant LLC
California
$8.05M -$109K -1,579 -1%
PFG
195
Pinnacle Financial Group
Illinois
$7.89M -$11.9K -173 -0.2%
CAL
196
Capital Analysts LLC
Pennsylvania
$7.84M +$1.75M +25,412 +29%
LFG
197
Larson Financial Group
Missouri
$7.72M -$605K -8,769 -7%
YWM
198
Yardley Wealth Management
Pennsylvania
$7.71M +$232K +3,371 +3%
RA
199
RFG Advisory
Alabama
$7.67M +$65.1K +944 +0.9%
DFS
200
Demming Financial Services
Ohio
$7.65M +$7.57M +109,863 New