DFAS icon

Dimensional US Small Cap ETF

773 hedge funds and large institutions have $8.87B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 334 increasing their positions, 231 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
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
JFG
201
JMG Financial Group
Illinois
$6.39M
RLWM
202
RF&L Wealth Management
Massachusetts
$6.38M
ALWM
203
Andrews Lucia Wealth Management
California
$6.2M
KWM
204
KMT Wealth Management
California
$6.19M
PF
205
Parker Financial
Washington
$6.18M
HI
206
Harper Investing
California
$6.08M
ZF
207
Zhang Financial
Michigan
$6.07M
CAL
208
Capital Analysts LLC
Pennsylvania
$5.96M
MA
209
MBA Advisors
Pennsylvania
$5.83M
SA
210
Seneschal Advisors
Washington
$5.79M
DWS
211
Discipline Wealth Solutions
South Carolina
$5.79M
AQR Capital Management
212
AQR Capital Management
Connecticut
$5.67M
PTP
213
Platform Technology Partners
New York
$5.65M
MWP
214
Meriwether Wealth & Planning
Louisiana
$5.43M
KFA
215
Kelleher Financial Advisors
New York
$5.38M
AIA
216
Armor Investment Advisors
North Carolina
$5.36M
TIM
217
Tortoise Investment Management
New York
$5.31M
CAM
218
CPA Asset Management
Florida
$5.3M
FWM
219
Forza Wealth Management
Florida
$5.17M
BAM
220
Bayshore Asset Management
Florida
$5.17M
FFG
221
First Financial Group
North Carolina
$5.07M
PWA
222
Physician Wealth Advisors
Utah
$5.06M
BP
223
BWM Planning
Texas
$5.02M
CI
224
Cordant Inc
Oregon
$4.95M
AC
225
Apella Capital
Connecticut
$4.92M