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Dimensional US Small Cap ETF

763 hedge funds and large institutions have $8.06B invested in Dimensional US Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 344 increasing their positions, 217 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
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
LFA
376
Lauterbach Financial Advisors
Texas
$1.46M
SIMC
377
Squire Investment Management Company
Utah
$1.45M
Janney Montgomery Scott
378
Janney Montgomery Scott
Pennsylvania
$1.45M
PAG
379
Powers Advisory Group
Illinois
$1.45M
IWC
380
Integrated Wealth Concepts
Massachusetts
$1.45M
SWP
381
Stratos Wealth Partners
Ohio
$1.45M
KWM
382
Kingsview Wealth Management
Oregon
$1.44M
CRC
383
Curi RMB Capital
Illinois
$1.44M
LNWWM
384
Laird Norton Wetherby Wealth Management
California
$1.43M
RWM
385
Rockwood Wealth Management
Pennsylvania
$1.42M
AWM
386
Accredited Wealth Management
Kentucky
$1.41M
GIA
387
Gladstone Institutional Advisory
Florida
$1.4M
AC
388
AWM Capital
Arizona
$1.38M
HI
389
Harbour Investments
Wisconsin
$1.36M
TIAAOA
390
Teachers Insurance & Annuity Association of America
New York
$1.35M
SW
391
Simplicity Wealth
New Jersey
$1.32M
QFA
392
Quantum Financial Advisors
California
$1.32M
QCIG
393
Quad-Cities Investment Group
Iowa
$1.31M
EWA
394
Exencial Wealth Advisors
Oklahoma
$1.31M
VWA
395
VSM Wealth Advisory
Maryland
$1.3M
PFG
396
Prospect Financial Group
Virginia
$1.3M
Renaissance Technologies
397
Renaissance Technologies
New York
$1.3M
UWM
398
USAdvisors Wealth Management
Minnesota
$1.26M
AF
399
Apollon Financial
South Carolina
$1.25M
EFP
400
Elser Financial Planning
Indiana
$1.24M