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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
Ameriprise
426
Ameriprise
Minnesota
$1.02M
USCWA
427
U.S. Capital Wealth Advisors
Texas
$1M
ADL
428
Asset Dedication LLC
California
$1M
FI
429
Financial Insights
Washington
$1M
STA
430
Summit Trail Advisors
New York
$993K
OCG
431
Opus Capital Group
Ohio
$971K
LSA
432
L & S Advisors
California
$955K
VFA
433
Valeo Financial Advisors
Indiana
$953K
VFP
434
Verus Financial Partners
Virginia
$921K
SWM
435
SpringVest Wealth Management
Texas
$920K
US Bancorp
436
US Bancorp
Minnesota
$902K
CCM
437
Coldstream Capital Management
Washington
$895K
SMC
438
Smith, Moore & Co
Missouri
$885K
EFS
439
Essex Financial Services
Connecticut
$879K
AL
440
ADE LLC
Maryland
$879K
FCB
441
First County Bank
Connecticut
$875K
JSL
442
JT Stratford LLC
Georgia
$870K
CF
443
Centaurus Financial
California
$856K
BCI
444
Brinker Capital Investments
Pennsylvania
$852K
SB
445
Semitam Bonam
New York
$849K
TWP
446
Total Wealth Planning
Ohio
$841K
Citadel Advisors
447
Citadel Advisors
Florida
$836K
WFA
448
Websterrogers Financial Advisors
South Carolina
$832K
CAM
449
Clark Asset Management
New Hampshire
$814K
WRPWM
450
Werba Rubin Papier Wealth Management
California
$803K