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Dimensional US Small Cap ETF

750 hedge funds and large institutions have $7.99B invested in Dimensional US Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 337 increasing their positions, 211 reducing their positions, and 34 closing their positions.

Holders
750
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
10.07%
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.28%
New
62
Increased
337
Reduced
211
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$52.1M 817,789 +95,128 +13%
WTB
27
Washington Trust Bank
Washington
$50.2M 788,022 +788,022 New
FPAS
28
Focus Partners Advisor Solutions
Missouri
$49.9M 783,227 -6,535 -0.8%
DPW
29
DiNuzzo Private Wealth
Pennsylvania
$46.5M 730,447 +26,038 +4%
Raymond James Financial
30
Raymond James Financial
Florida
$45.6M 716,514 +78,029 +12%
SCM
31
Stordahl Capital Management
Colorado
$45.1M 707,217 +3,729 +0.5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$42.6M 668,910 -15,796 -2%
CPIG
33
Chicago Partners Investment Group
Illinois
$41.4M 621,980 +15,577 +3%
WMN
34
Wealth Management Nebraska
Nebraska
$40.6M 656,567 +102,254 +18%
Corient Private Wealth
35
Corient Private Wealth
Florida
$39.8M 625,284 -49,383 -7%
BFG
36
Bleakley Financial Group
New Jersey
$37.6M 590,445 +97,253 +20%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$36.7M 576,109 +127,292 +28%
DFS
38
Dixon Fnancial Services
California
$36.6M 573,738 -1,043 -0.2%
SWA
39
Sax Wealth Advisors
New Jersey
$36.2M 567,923 +15,181 +3%
RFP
40
Root Financial Partners
California
$35.6M 559,179 +299,957 +116%
Cerity Partners
41
Cerity Partners
New York
$35M 549,865 +74,197 +16%
MWM
42
Modera Wealth Management
New Jersey
$34.9M 547,045 -18,507 -3%
Mariner
43
Mariner
Kansas
$32.3M 507,172 +69,232 +16%
DC
44
Davenport & Co
Virginia
$31.1M 487,757 +77,088 +19%
AAM
45
Austin Asset Management
Texas
$30.5M 479,459 +17,314 +4%
Truist Financial
46
Truist Financial
North Carolina
$30.3M 475,846 -45,850 -9%
KL
47
KWMG LLC
Kansas
$29.3M 459,207 +12,796 +3%
SFA
48
Sequoia Financial Advisors
Ohio
$29.2M 458,511 -16,931 -4%
HIG
49
Heritage Investment Group
Florida
$28.8M 451,597 -7,094 -2%
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$27.3M 427,955 -87,955 -17%