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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
Creative Planning
1
Creative Planning
Kansas
$1.73B +$148M +2,150,710 +9%
Northern Trust
2
Northern Trust
Illinois
$565M +$1.63M +23,636 +0.3%
Bank of America
3
Bank of America
North Carolina
$462M +$1.54M +22,323 +0.3%
IFA
4
Index Fund Advisors
California
$407M -$843K -12,235 -0.2%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$245M +$7.88M +114,288 +3%
PFA
6
Pure Financial Advisors
California
$216M +$10.9M +158,090 +5%
TWA
7
TCI Wealth Advisors
Arizona
$178M +$6.86M +99,453 +4%
AF
8
Align Financial
Minnesota
$123M +$8.45M +122,584 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$108M -$3.54M -51,323 -3%
MT
10
Midwest Trust
Kansas
$96.5M +$5.61M +81,447 +6%
RFP
11
Root Financial Partners
California
$94.4M +$26.3M +380,939 +39%
PL
12
Plancorp LLC
Missouri
$91M -$1.3M -18,881 -1%
VT
13
Vise Technologies
New York
$87.6M +$59.3M +860,746 +217%
Corient Private Wealth
14
Corient Private Wealth
Florida
$84M +$64M +928,856 +336%
SC
15
Savant Capital
Illinois
$82.9M -$6.31M -91,575 -7%
PFG
16
Premier Financial Group
California
$82.8M +$1.36M +19,742 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$81.3M +$6.43M +93,269 +9%
EAM
18
Evanson Asset Management
California
$81M +$1.07M +15,473 +1%
WTB
19
Washington Trust Bank
Washington
$80.5M +$360K +5,222 +0.5%
FCAS
20
First Command Advisory Services
Texas
$78.7M -$1.49M -21,634 -2%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$78M +$11.3M +164,058 +17%
GWWM
22
Great Waters Wealth Management
Minnesota
$73.1M +$8.06M +116,888 +13%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$71.1M +$3.25M +47,101 +5%
CWS
24
Confluence Wealth Services
Pennsylvania
$70.2M +$4.22M +61,161 +6%
HighTower Advisors
25
HighTower Advisors
Illinois
$69.6M +$2.2M +31,884 +3%