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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
ALWM
201
Andrews Lucia Wealth Management
California
$6.2M
KWM
202
KMT Wealth Management
California
$6.19M
PF
203
Parker Financial
Washington
$6.18M
HI
204
Harper Investing
California
$6.08M
ZF
205
Zhang Financial
Michigan
$6.07M
CAL
206
Capital Analysts LLC
Pennsylvania
$5.96M
MA
207
MBA Advisors
Pennsylvania
$5.83M
SA
208
Seneschal Advisors
Washington
$5.79M
DWS
209
Discipline Wealth Solutions
South Carolina
$5.79M
AQR Capital Management
210
AQR Capital Management
Connecticut
$5.67M
PTP
211
Platform Technology Partners
New York
$5.65M
MWP
212
Meriwether Wealth & Planning
Louisiana
$5.43M
KFA
213
Kelleher Financial Advisors
New York
$5.38M
AIA
214
Armor Investment Advisors
North Carolina
$5.36M
TIM
215
Tortoise Investment Management
New York
$5.31M
CAM
216
CPA Asset Management
Florida
$5.3M
FWM
217
Forza Wealth Management
Florida
$5.17M
BAM
218
Bayshore Asset Management
Florida
$5.17M
FFG
219
First Financial Group
North Carolina
$5.07M
PWA
220
Physician Wealth Advisors
Utah
$5.06M
BP
221
BWM Planning
Texas
$5.02M
CI
222
Cordant Inc
Oregon
$4.95M
AC
223
Apella Capital
Connecticut
$4.92M
HHWM
224
Hiley Hunt Wealth Management
Nebraska
$4.82M
STCOSD
225
Sageworth Trust Company of South Dakota
South Dakota
$4.79M