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Dimensional US Small Cap ETF

782 hedge funds and large institutions have $8.88B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 342 increasing their positions, 230 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

49% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 230

10% more capital invested

Capital invested by funds: $8.06B → $8.88B (+$825M)

2% more funds holding

Funds holding: 768782 (+14)

0% more funds holding in top 10

Funds holding in top 10: 9696 (0)

0.75% less ownership

Funds ownership: 79.09%78.33% (-0.75%)

Holders
782
Holders Change
+14
Holders Change %
+1.82%
% of All Funds
10.27%
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.26%
New
53
Increased
342
Reduced
230
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.55B +$164M +2,456,531 +12%
Northern Trust
2
Northern Trust
Illinois
$553M +$15.3M +229,914 +3%
Bank of America
3
Bank of America
North Carolina
$452M +$26.2M +392,795 +6%
IFA
4
Index Fund Advisors
California
$401M +$2.06M +30,872 +0.5%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$233M +$22.3M +333,978 +11%
PFA
6
Pure Financial Advisors
California
$202M +$10.5M +157,434 +6%
TWA
7
TCI Wealth Advisors
Arizona
$168M +$5.54M +83,050 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$110M -$57.5M -861,962 -35%
PL
9
Plancorp LLC
Missouri
$90.7M -$2.72M -40,811 -3%
MT
10
Midwest Trust
Kansas
$89.2M -$38M -569,840 -30%
SC
11
Savant Capital
Illinois
$87.7M -$2.32M -34,765 -3%
PFG
12
Premier Financial Group
California
$79M +$205K +3,067 +0.3%
FCAS
13
First Command Advisory Services
Texas
$78.8M -$4.53M -67,855 -6%
WTB
14
Washington Trust Bank
Washington
$78.7M +$24.1M +361,707 +46%
EAM
15
Evanson Asset Management
California
$78.5M +$4.48M +67,131 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$73.5M +$7.23M +108,303 +11%
RFP
17
Root Financial Partners
California
$66.7M +$27.7M +415,058 +74%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$66.7M +$6.18M +92,575 +11%
HighTower Advisors
19
HighTower Advisors
Illinois
$66.2M +$1.18M +17,614 +2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$65.4M -$4.12M -61,731 -6%
MFT
21
Moisand Fitzgerald Tamayo
Florida
$65.3M +$36.5K +547 +0.1%
ST
22
Sageworth Trust
Pennsylvania
$65M -$965K -14,462 -2%
CWS
23
Confluence Wealth Services
Pennsylvania
$64.7M +$4.07M +60,950 +7%
GWWM
24
Great Waters Wealth Management
Minnesota
$63.9M +$3.52M +52,767 +6%
UBS Group
25
UBS Group
Switzerland
$59.5M +$3.43M +51,376 +6%