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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
RLIM
451
Red Lighthouse Investment Management
New York
$798K
CB
452
Commerce Bank
Missouri
$784K
IA
453
IFG Advisors
Missouri
$781K
BRWA
454
B. Riley Wealth Advisors
Florida
$735K
HPC
455
HM Payson & Co
Maine
$733K
CQWA
456
Chokshi & Queen Wealth Advisors
California
$732K
CFA
457
CWS Financial Advisors
Michigan
$725K
Fidelity Investments
458
Fidelity Investments
Massachusetts
$725K
WTC
459
WhitTier Trust Company
Nevada
$711K
PWIA
460
Porter White Investment Advisors
Alabama
$707K
2L
461
25 LLC
Missouri
$707K
BWM
462
BCO Wealth Management
New Mexico
$702K
CCM
463
Cambridge Capital Management
Illinois
$701K
BBHC
464
Brown Brothers Harriman & Co
New York
$698K
AFG
465
Atomi Financial Group
New York
$698K
CFG
466
Citizens Financial Group
Rhode Island
$686K
CAMG
467
CWA Asset Management Group
Florida
$681K
WWA
468
Wingate Wealth Advisors
Massachusetts
$678K
TCA
469
Transcend Capital Advisors
New Jersey
$676K
GB
470
Goepper Burkhardt
South Carolina
$673K
SIC
471
SJS Investment Consulting
Ohio
$670K
SCM
472
Sollinda Capital Management
Florida
$670K
Lido Advisors
473
Lido Advisors
California
$668K
GCM
474
Graver Capital Management
Ohio
$664K
AWM
475
Apollon Wealth Management
South Carolina
$652K