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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
MFC
326
Morris Financial Concepts
South Carolina
$2.17M
AWM
327
Ariadne Wealth Management
California
$2.09M
IF
328
Ironwood Financial
Arizona
$2.08M
MAG
329
Mayfair Advisory Group
Alabama
$2.05M
OC
330
Oarsman Capital
Wisconsin
$2.04M
BFG
331
Berger Financial Group
Minnesota
$2.03M
SPI
332
Sutton Place Investors
New York
$2.02M
WWA
333
WCG Wealth Advisors
Nevada
$2.01M
CWP
334
Concord Wealth Partners
Virginia
$2.01M
CAMV
335
Concord Asset Management (Virginia)
Virginia
$2.01M
CIA
336
Concurrent Investment Advisors
Florida
$2M
CAL
337
Capital Analysts LLC
Pennsylvania
$1.99M
AAA
338
AG Asset Advisory
California
$1.99M
CWS
339
Cypress Wealth Services
California
$1.92M
FOA
340
Five Oceans Advisors
California
$1.92M
Thrivent Financial for Lutherans
341
Thrivent Financial for Lutherans
Minnesota
$1.9M
HWM
342
Hemington Wealth Management
Virginia
$1.88M
PIWA
343
Prevail Innovative Wealth Advisors
Kansas
$1.83M
HTWM
344
Hartmann Taylor Wealth Management
Texas
$1.8M
IAN
345
Integrated Advisors Network
Texas
$1.8M
EWA
346
Elevate Wealth Advisory
Georgia
$1.79M
SFP
347
SwitchPoint Financial Planning
Utah
$1.78M
AWE
348
Avidian Wealth Enterprises
Texas
$1.77M
EWP
349
Elevation Wealth Partners
California
$1.76M
SWGC
350
Summit Wealth Group (Colorado)
Colorado
$1.67M