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Dimensional US Small Cap ETF

861 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 120 funds opening new positions, 373 increasing their positions, 217 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
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
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$7.58M
PAG
202
Private Advisor Group
New Jersey
$7.51M
KAS
203
KPP Advisory Services
Kentucky
$7.48M
RA
204
Ruggaard & Associates
Ohio
$7.42M
CA
205
Claris Advisors
Missouri
$7.4M
CWA
206
Cascade Wealth Advisors
Washington
$7.26M
RWM
207
Ruedi Wealth Management
Illinois
$7.21M
LG
208
LAM Group
Oregon
$7.1M
AWMM
209
Aegis Wealth Management (Maryland)
Maryland
$7.04M
KFA
210
Kelleher Financial Advisors
New York
$6.94M
JWM
211
JDH Wealth Management
California
$6.92M
VWA
212
Visionary Wealth Advisors
Illinois
$6.89M
KA
213
Kooman & Associates
Pennsylvania
$6.85M
HI
214
Harper Investing
California
$6.79M
PRS
215
Pinkerton Retirement Specialists
Idaho
$6.68M
NWM
216
Navigoe Wealth Management
California
$6.68M
FWM
217
Forza Wealth Management
Florida
$6.67M
JFG
218
JMG Financial Group
Illinois
$6.59M
MA
219
MBA Advisors
Pennsylvania
$6.58M
PTP
220
Platform Technology Partners
New York
$6.54M
AFA
221
Alpha Financial Advisors
North Carolina
$6.48M
RLWM
222
RF&L Wealth Management
Massachusetts
$6.48M
NA
223
NewEdge Advisors
Louisiana
$6.48M
CFO
224
Collective Family Office
Pennsylvania
$6.47M
DWS
225
Discipline Wealth Solutions
South Carolina
$6.45M