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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
CI
401
CX Institutional
Indiana
$1.23M
Kovitz Investment Group Partners
402
Kovitz Investment Group Partners
Illinois
$1.22M
WAN
403
Wealth Advisors Northwest
Oregon
$1.22M
JIC
404
Johnson Investment Counsel
Ohio
$1.22M
CCA
405
Clarity Capital Advisors
Florida
$1.21M
PB
406
Pinnacle Bancorp
Nebraska
$1.21M
SPF
407
South Plains Financial
Texas
$1.19M
NGA
408
Naples Global Advisors
Florida
$1.19M
WIM
409
Warwick Investment Management
Texas
$1.18M
SIC
410
Samalin Investment Counsel
New York
$1.17M
GVAG
411
Great Valley Advisor Group
Delaware
$1.17M
JC
412
Jentner Corp
Ohio
$1.13M
SCP
413
Stevens Capital Partners
Nebraska
$1.13M
IFWM
414
Institute for Wealth Management
Colorado
$1.12M
IA
415
IFG Advisory
Georgia
$1.12M
BFC
416
Bedel Financial Consulting
Indiana
$1.11M
AWP
417
Axis Wealth Partners
Rhode Island
$1.1M
BCA
418
Bay Colony Advisors
Massachusetts
$1.1M
FNBT
419
FineMark National Bank & Trust
Florida
$1.1M
OW
420
Olistico Wealth
Oklahoma
$1.07M
PFS
421
Prospera Financial Services
Texas
$1.05M
ES
422
Eagle Strategies
New York
$1.04M
CPA
423
Cathy Pareto & Associates
Florida
$1.03M
MWA
424
Mills Wealth Advisors
Texas
$1.03M
ATI
425
ARK & TLK Investments
Oklahoma
$1.02M