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Dimensional US Small Cap ETF

849 hedge funds and large institutions have $9.96B invested in Dimensional US Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 372 increasing their positions, 215 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
PAG
201
Private Advisor Group
New Jersey
$7.51M
KAS
202
KPP Advisory Services
Kentucky
$7.48M
RA
203
Ruggaard & Associates
Ohio
$7.42M
CA
204
Claris Advisors
Missouri
$7.4M
CWA
205
Cascade Wealth Advisors
Washington
$7.26M
RWM
206
Ruedi Wealth Management
Illinois
$7.21M
LG
207
LAM Group
Oregon
$7.1M
AWMM
208
Aegis Wealth Management (Maryland)
Maryland
$7.04M
KFA
209
Kelleher Financial Advisors
New York
$6.94M
JWM
210
JDH Wealth Management
California
$6.92M
VWA
211
Visionary Wealth Advisors
Illinois
$6.89M
KA
212
Kooman & Associates
Pennsylvania
$6.85M
HI
213
Harper Investing
California
$6.79M
PRS
214
Pinkerton Retirement Specialists
Idaho
$6.68M
NWM
215
Navigoe Wealth Management
California
$6.68M
FWM
216
Forza Wealth Management
Florida
$6.67M
JFG
217
JMG Financial Group
Illinois
$6.59M
MA
218
MBA Advisors
Pennsylvania
$6.58M
PTP
219
Platform Technology Partners
New York
$6.54M
AFA
220
Alpha Financial Advisors
North Carolina
$6.48M
RLWM
221
RF&L Wealth Management
Massachusetts
$6.48M
NA
222
NewEdge Advisors
Louisiana
$6.48M
CFO
223
Collective Family Office
Pennsylvania
$6.47M
DWS
224
Discipline Wealth Solutions
South Carolina
$6.45M
BIG
225
Bush Investment Group
Georgia
$6.42M