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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
CIA
501
Capital Investment Advisors
Georgia
$552K
PWM
502
Perigon Wealth Management
California
$551K
SA
503
Sincerus Advisory
New York
$550K
PF
504
PlanWiser Financial
Colorado
$547K
LCWP
505
Legacy Capital Wealth Partners
Arkansas
$528K
SFG
506
Seamount Financial Group
Colorado
$524K
CT
507
Colonial Trust
South Carolina
$520K
RSWM
508
Robertson Stephens Wealth Management
California
$516K
WWM
509
Western Wealth Management
Colorado
$516K
CMAI
510
Capital Management Associates Inc
Minnesota
$507K
IA
511
Integrity Alliance
Iowa
$502K
PP
512
PrairieView Partners
Minnesota
$497K
AFGAS
513
Allegiance Financial Group Advisory Services
Virginia
$493K
NRI
514
NFP Retirement Inc
California
$485K
SAM
515
S.A. Mason
Michigan
$482K
FS
516
Financial Symmetry
North Carolina
$470K
OC
517
Oppenheimer & Co
New York
$467K
CW
518
CreativeOne Wealth
Kansas
$447K
FPCP
519
Fort Point Capital Partners
California
$446K
KF
520
K2 Financial
California
$442K
SIA
521
Sovereign Investment Advisors
Arizona
$437K
WT
522
Washington Trust
Rhode Island
$435K
BFA
523
Beacon Financial Advisory
Ohio
$433K
SEA
524
Stegent Equity Advisors
Texas
$432K
LGWM
525
Litman Gregory Wealth Management
California
$431K