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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
AWM
476
Apollon Wealth Management
South Carolina
$652K
KCM
477
KM Capital Management
Texas
$646K
CFS
478
CRA Financial Services
New Jersey
$643K
CPSAC
479
Chas P. Smith & Associates (CPS)
Florida
$640K
FAT
480
First American Trust
California
$634K
CWM
481
Congress Wealth Management
Massachusetts
$624K
Betterment LLC
482
Betterment LLC
New York
$623K
DPI
483
Diversified Portfolios Inc
Michigan
$623K
PFP
484
Pinnacle Financial Partners
Tennessee
$621K
AWP
485
Abacus Wealth Partners
California
$611K
MWPCG
486
Measured Wealth Private Client Group
New Hampshire
$606K
KCPG
487
Kavar Capital Partners Group
Kansas
$591K
EGWAG
488
Elwood & Goetz Wealth Advisory Group
Georgia
$590K
AWM
489
Avior Wealth Management
Nebraska
$588K
CIAS
490
Capital Investment Advisory Services
North Carolina
$587K
PFBT
491
Parkside Financial Bank & Trust
Missouri
$585K
CIA
492
Cladis Investment Advisory
Montana
$584K
WPW
493
Watershed Private Wealth
Illinois
$579K
WCG
494
Weaver Consulting Group
California
$571K
EW
495
Evoke Wealth
California
$570K
KeyBank National Association
496
KeyBank National Association
Ohio
$570K
PC
497
Peavine Capital
Nevada
$566K
MIC
498
Meridian Investment Counsel
California
$561K
PFA
499
Professional Financial Advisors
Nebraska
$560K
SFS
500
Sowell Financial Services
Arkansas
$555K