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Dimensional US Small Cap ETF

762 hedge funds and large institutions have $8.05B invested in Dimensional US Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 343 increasing their positions, 217 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
762
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
DWS
226
Discipline Wealth Solutions
South Carolina
$4.5M
FFG
227
First Financial Group
North Carolina
$4.43M
KWA
228
Kondo Wealth Advisors
California
$4.39M
HHWM
229
Hiley Hunt Wealth Management
Nebraska
$4.3M
FWM
230
Forza Wealth Management
Florida
$4.29M
FIA
231
Foundations Investment Advisors
Arizona
$4.23M
FWM
232
FMB Wealth Management
California
$4.2M
CAM
233
CPA Asset Management
Florida
$4.19M
IAG
234
Investmark Advisory Group
Connecticut
$4.16M
WDL
235
Well Done LLC
Michigan
$4.09M
PWA
236
Physician Wealth Advisors
Utah
$4.08M
BP
237
BWM Planning
Texas
$4.08M
KAM
238
Kraft Asset Management
Tennessee
$3.93M
WP
239
Wealthspan Partners
Iowa
$3.88M
BWM
240
Birchcreek Wealth Management
Ohio
$3.83M
FWTB
241
First Western Trust Bank
Colorado
$3.76M
PA
242
PFG Advisors
Arizona
$3.73M
TCM
243
TruNorth Capital Management
Michigan
$3.68M
DFC
244
DBK Financial Counsel
Ohio
$3.65M
OHWP
245
Oak Harbor Wealth Partners
North Carolina
$3.64M
CFP
246
Cascade Financial Partners
California
$3.61M
SHFA
247
SC&H Financial Advisors
Maryland
$3.6M
CL
248
CLG LLC
California
$3.58M
Bank of New York Mellon
249
Bank of New York Mellon
New York
$3.57M
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$3.52M