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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
PWM
501
Perigon Wealth Management
California
$551K
SA
502
Sincerus Advisory
New York
$550K
PF
503
PlanWiser Financial
Colorado
$547K
LCWP
504
Legacy Capital Wealth Partners
Arkansas
$528K
SFG
505
Seamount Financial Group
Colorado
$524K
CT
506
Colonial Trust
South Carolina
$520K
RSWM
507
Robertson Stephens Wealth Management
California
$516K
WWM
508
Western Wealth Management
Colorado
$516K
CMAI
509
Capital Management Associates Inc
Minnesota
$507K
IA
510
Integrity Alliance
Iowa
$502K
PP
511
PrairieView Partners
Minnesota
$497K
AFGAS
512
Allegiance Financial Group Advisory Services
Virginia
$493K
NRI
513
NFP Retirement Inc
California
$485K
SAM
514
S.A. Mason
Michigan
$482K
FS
515
Financial Symmetry
North Carolina
$470K
OC
516
Oppenheimer & Co
New York
$467K
CW
517
CreativeOne Wealth
Kansas
$447K
FPCP
518
Fort Point Capital Partners
California
$446K
KF
519
K2 Financial
California
$442K
SIA
520
Sovereign Investment Advisors
Arizona
$437K
WT
521
Washington Trust
Rhode Island
$435K
BFA
522
Beacon Financial Advisory
Ohio
$433K
SEA
523
Stegent Equity Advisors
Texas
$432K
LGWM
524
Litman Gregory Wealth Management
California
$431K
SSW
525
Stone Summit Wealth
Florida
$429K