DFAS icon

Dimensional US Small Cap ETF

839 hedge funds and large institutions have $9.89B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 371 increasing their positions, 214 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
839
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
KAS
201
KPP Advisory Services
Kentucky
$7.48M
RA
202
Ruggaard & Associates
Ohio
$7.42M
CA
203
Claris Advisors
Missouri
$7.4M
CWA
204
Cascade Wealth Advisors
Washington
$7.26M
RWM
205
Ruedi Wealth Management
Illinois
$7.21M
LG
206
LAM Group
Oregon
$7.1M
AWMM
207
Aegis Wealth Management (Maryland)
Maryland
$7.04M
KFA
208
Kelleher Financial Advisors
New York
$6.94M
JWM
209
JDH Wealth Management
California
$6.92M
VWA
210
Visionary Wealth Advisors
Illinois
$6.89M
KA
211
Kooman & Associates
Pennsylvania
$6.85M
HI
212
Harper Investing
California
$6.79M
PRS
213
Pinkerton Retirement Specialists
Idaho
$6.68M
NWM
214
Navigoe Wealth Management
California
$6.68M
FWM
215
Forza Wealth Management
Florida
$6.67M
JFG
216
JMG Financial Group
Illinois
$6.59M
MA
217
MBA Advisors
Pennsylvania
$6.58M
PTP
218
Platform Technology Partners
New York
$6.54M
AFA
219
Alpha Financial Advisors
North Carolina
$6.48M
RLWM
220
RF&L Wealth Management
Massachusetts
$6.48M
NA
221
NewEdge Advisors
Louisiana
$6.48M
CFO
222
Collective Family Office
Pennsylvania
$6.47M
DWS
223
Discipline Wealth Solutions
South Carolina
$6.45M
PF
224
Parker Financial
Washington
$6.3M
KWM
225
KMT Wealth Management
California
$6.3M