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Dimensional US Small Cap ETF

863 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 122 funds opening new positions, 373 increasing their positions, 217 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 28

72% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 217

16% more funds holding in top 10

Funds holding in top 10: 96111 (+15)

12% more capital invested

Capital invested by funds: $8.88B → $9.98B (+$1.1B)

10% more funds holding

Funds holding: 782863 (+81)

3.48% more ownership

Funds ownership: 78.33%81.82% (+3.5%)

Holders
863
Holders Change
+81
Holders Change %
+10.36%
% of All Funds
10.5%
Holding in Top 10
111
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.63%
% of All Funds
1.35%
New
122
Increased
373
Reduced
217
Closed
28
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 +$911K +13,216 +14%
PAG
202
Private Advisor Group
New Jersey
$7.51M -$129K -1,870 -2%
KAS
203
KPP Advisory Services
Kentucky
$7.48M +$349K +5,067 +5%
RA
204
Ruggaard & Associates
Ohio
$7.42M -$770K -11,170 -9%
CA
205
Claris Advisors
Missouri
$7.4M +$120K +1,737 +2%
CWA
206
Cascade Wealth Advisors
Washington
$7.26M -$122K -1,763 -2%
RWM
207
Ruedi Wealth Management
Illinois
$7.21M -$234K -3,394 -3%
LG
208
LAM Group
Oregon
$7.1M -$231K -3,348 -3%
AWMM
209
Aegis Wealth Management (Maryland)
Maryland
$7.04M -$650K -9,423 -9%
KFA
210
Kelleher Financial Advisors
New York
$6.94M +$1.44M +20,948 +27%
JWM
211
JDH Wealth Management
California
$6.92M -$30.7K -446 -0.4%
VWA
212
Visionary Wealth Advisors
Illinois
$6.89M +$137K +1,991 +2%
KA
213
Kooman & Associates
Pennsylvania
$6.85M +$196K +2,838 +3%
HI
214
Harper Investing
California
$6.79M +$601K +8,718 +10%
PRS
215
Pinkerton Retirement Specialists
Idaho
$6.68M +$166K +2,406 +3%
NWM
216
Navigoe Wealth Management
California
$6.68M -$150K -2,173 -2%
FWM
217
Forza Wealth Management
Florida
$6.67M +$1.4M +20,245 +27%
JFG
218
JMG Financial Group
Illinois
$6.59M +$77.4K +1,123 +1%
MA
219
MBA Advisors
Pennsylvania
$6.58M +$638K +9,256 +11%
PTP
220
Platform Technology Partners
New York
$6.54M +$784K +11,377 +14%
AFA
221
Alpha Financial Advisors
North Carolina
$6.48M -$142K -2,054 -2%
RLWM
222
RF&L Wealth Management
Massachusetts
$6.48M -$6.55K -95 -0.1%
NA
223
NewEdge Advisors
Louisiana
$6.48M -$369K -5,347 -5%
CFO
224
Collective Family Office
Pennsylvania
$6.47M -$321K -4,663 -5%
DWS
225
Discipline Wealth Solutions
South Carolina
$6.45M +$559K +8,115 +10%