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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
VA
401
Valmark Advisers
Ohio
$1.24M
CI
402
CX Institutional
Indiana
$1.23M
Kovitz Investment Group Partners
403
Kovitz Investment Group Partners
Illinois
$1.22M
WAN
404
Wealth Advisors Northwest
Oregon
$1.22M
JIC
405
Johnson Investment Counsel
Ohio
$1.22M
CCA
406
Clarity Capital Advisors
Florida
$1.21M
PB
407
Pinnacle Bancorp
Nebraska
$1.21M
SPF
408
South Plains Financial
Texas
$1.19M
NGA
409
Naples Global Advisors
Florida
$1.19M
WIM
410
Warwick Investment Management
Texas
$1.18M
SIC
411
Samalin Investment Counsel
New York
$1.17M
GVAG
412
Great Valley Advisor Group
Delaware
$1.17M
JC
413
Jentner Corp
Ohio
$1.13M
SCP
414
Stevens Capital Partners
Nebraska
$1.13M
IFWM
415
Institute for Wealth Management
Colorado
$1.12M
IA
416
IFG Advisory
Georgia
$1.12M
BFC
417
Bedel Financial Consulting
Indiana
$1.11M
AWP
418
Axis Wealth Partners
Rhode Island
$1.1M
BCA
419
Bay Colony Advisors
Massachusetts
$1.1M
FNBT
420
FineMark National Bank & Trust
Florida
$1.1M
OW
421
Olistico Wealth
Oklahoma
$1.07M
PFS
422
Prospera Financial Services
Texas
$1.05M
ES
423
Eagle Strategies
New York
$1.04M
CPA
424
Cathy Pareto & Associates
Florida
$1.03M
MWA
425
Mills Wealth Advisors
Texas
$1.03M