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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
PTP
251
Platform Technology Partners
New York
$3.49M
AL
252
ACAS LLC
California
$3.46M
EFA
253
Efficient Frontier Advisors
Connecticut
$3.4M
GFA
254
Grunden Financial Advisory
Texas
$3.39M
PWS
255
Physician Wealth Solutions
Nevada
$3.37M
AUB
256
Atlantic Union Bankshares
Virginia
$3.29M
IAG
257
Investment Advisory Group
Massachusetts
$3.27M
GJIA
258
Glass Jacobson Investment Advisors
Maryland
$3.24M
AQR Capital Management
259
AQR Capital Management
Connecticut
$3.23M
TF
260
TME Financial
California
$3.2M
SF
261
Synovus Financial
Georgia
$3.17M
MWM
262
Modern Wealth Management
Kansas
$3.13M
SIS
263
Strategic Investment Solutions
Illinois
$3.12M
KFA
264
Kelleher Financial Advisors
New York
$3.11M
BCM
265
Blume Capital Management
California
$3.09M
TC
266
TAGStone Capital
North Carolina
$3.09M
MWP
267
Meridian Wealth Partners
Pennsylvania
$3.05M
BTI
268
Blue Trust Inc
Georgia
$3.05M
FIM
269
Freedom Investment Management
Connecticut
$3.04M
SF
270
Strategent Financial
Virginia
$3.02M
PWM
271
Parkworth Wealth Management
California
$2.97M
HSG
272
Helen Stephens Group
Texas
$2.97M
BA
273
BCM Advisors
Louisiana
$2.95M
VPF
274
Vantage Point Financial
Illinois
$2.95M
1WA
275
180 Wealth Advisors
Washington
$2.93M