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Dimensional US Small Cap ETF

759 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 62 funds opening new positions, 341 increasing their positions, 215 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
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
UBS Group
26
UBS Group
Switzerland
$52.1M
WTB
27
Washington Trust Bank
Washington
$50.2M
FPAS
28
Focus Partners Advisor Solutions
Missouri
$49.9M
DPW
29
DiNuzzo Private Wealth
Pennsylvania
$46.5M
Raymond James Financial
30
Raymond James Financial
Florida
$45.6M
SCM
31
Stordahl Capital Management
Colorado
$45.1M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$42.6M
CPIG
33
Chicago Partners Investment Group
Illinois
$41.4M
WMN
34
Wealth Management Nebraska
Nebraska
$40.6M
Corient Private Wealth
35
Corient Private Wealth
Florida
$39.8M
BFG
36
Bleakley Financial Group
New Jersey
$37.6M
BHWM
37
Beaird Harris Wealth Management
Texas
$36.9M
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$36.7M
DFS
39
Dixon Fnancial Services
California
$36.6M
SWA
40
Sax Wealth Advisors
New Jersey
$36.2M
RFP
41
Root Financial Partners
California
$35.6M
Cerity Partners
42
Cerity Partners
New York
$35M
MWM
43
Modera Wealth Management
New Jersey
$34.9M
Mariner
44
Mariner
Kansas
$32.3M
DC
45
Davenport & Co
Virginia
$31.1M
AAM
46
Austin Asset Management
Texas
$30.5M
Truist Financial
47
Truist Financial
North Carolina
$30.3M
KL
48
KWMG LLC
Kansas
$29.3M
SFA
49
Sequoia Financial Advisors
Ohio
$29.2M
HIG
50
Heritage Investment Group
Florida
$28.8M