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Dimensional US Small Cap ETF

775 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, 337 increasing their positions, 230 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
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
PRS
201
Pinkerton Retirement Specialists
Idaho
$6.4M
JFG
202
JMG Financial Group
Illinois
$6.39M
RLWM
203
RF&L Wealth Management
Massachusetts
$6.38M
ALWM
204
Andrews Lucia Wealth Management
California
$6.2M
KWM
205
KMT Wealth Management
California
$6.19M
PF
206
Parker Financial
Washington
$6.18M
HI
207
Harper Investing
California
$6.08M
ZF
208
Zhang Financial
Michigan
$6.07M
CAL
209
Capital Analysts LLC
Pennsylvania
$5.96M
MA
210
MBA Advisors
Pennsylvania
$5.83M
SA
211
Seneschal Advisors
Washington
$5.79M
DWS
212
Discipline Wealth Solutions
South Carolina
$5.79M
AQR Capital Management
213
AQR Capital Management
Connecticut
$5.67M
PTP
214
Platform Technology Partners
New York
$5.65M
MWP
215
Meriwether Wealth & Planning
Louisiana
$5.43M
KFA
216
Kelleher Financial Advisors
New York
$5.38M
AIA
217
Armor Investment Advisors
North Carolina
$5.36M
TIM
218
Tortoise Investment Management
New York
$5.31M
CAM
219
CPA Asset Management
Florida
$5.3M
FWM
220
Forza Wealth Management
Florida
$5.17M
BAM
221
Bayshore Asset Management
Florida
$5.17M
FFG
222
First Financial Group
North Carolina
$5.07M
PWA
223
Physician Wealth Advisors
Utah
$5.06M
BP
224
BWM Planning
Texas
$5.02M
CI
225
Cordant Inc
Oregon
$4.95M