We are live on ! Find out more
DFAS icon

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
PRS
201
Pinkerton Retirement Specialists
Idaho
$6.4M -$64K -959 -1%
JFG
202
JMG Financial Group
Illinois
$6.39M +$3K +45 +0%
RLWM
203
RF&L Wealth Management
Massachusetts
$6.38M +$96K +1,438 +2%
ALWM
204
Andrews Lucia Wealth Management
California
$6.2M -$27.5K -412 -0.5%
KWM
205
KMT Wealth Management
California
$6.19M
PF
206
Parker Financial
Washington
$6.18M +$96.5K +1,446 +2%
HI
207
Harper Investing
California
$6.08M +$1.06M +15,838 +22%
ZF
208
Zhang Financial
Michigan
$6.07M -$2.8K -42 -0%
CAL
209
Capital Analysts LLC
Pennsylvania
$5.96M +$3.73M +55,819 +178%
MA
210
MBA Advisors
Pennsylvania
$5.83M +$173K +2,589 +3%
SA
211
Seneschal Advisors
Washington
$5.79M +$90.6K +1,358 +2%
DWS
212
Discipline Wealth Solutions
South Carolina
$5.79M +$930K +13,929 +20%
AQR Capital Management
213
AQR Capital Management
Connecticut
$5.67M +$2.14M +32,126 +63%
PTP
214
Platform Technology Partners
New York
$5.65M +$1.85M +27,699 +51%
MWP
215
Meriwether Wealth & Planning
Louisiana
$5.43M +$158K +2,373 +3%
KFA
216
Kelleher Financial Advisors
New York
$5.38M +$1.99M +29,826 +61%
AIA
217
Armor Investment Advisors
North Carolina
$5.36M -$10.1M -152,046 -66%
TIM
218
Tortoise Investment Management
New York
$5.31M -$129K -1,928 -2%
CAM
219
CPA Asset Management
Florida
$5.3M +$784K +11,749 +18%
FWM
220
Forza Wealth Management
Florida
$5.17M +$546K +8,175 +12%
BAM
221
Bayshore Asset Management
Florida
$5.17M +$17.2K +257 +0.3%
FFG
222
First Financial Group
North Carolina
$5.07M +$295K +4,414 +6%
PWA
223
Physician Wealth Advisors
Utah
$5.06M +$652K +9,769 +15%
BP
224
BWM Planning
Texas
$5.02M +$618K +9,264 +14%
CI
225
Cordant Inc
Oregon
$4.95M +$87.5K +1,311 +2%