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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
CB
576
Cadence Bank
Mississippi
$332K
LRIA
577
Leonard Rickey Investment Advisors
Washington
$331K
PTC
578
Private Trust Company
Ohio
$328K
APP
579
Avantax Planning Partners
Iowa
$325K
APC
580
Asset Planning Corporation
Tennessee
$323K
SIAG
581
Safeguard Investment Advisory Group
California
$320K
FF
582
Francis Financial
$319K
BAAM
583
Baker Avenue Asset Management
California
$318K
ATC
584
Argent Trust Co
Tennessee
$318K
DI
585
Disciplined Investments
Oklahoma
$317K
MAMG
586
Milestone Asset Management Group
Connecticut
$317K
SWMG
587
Signature Wealth Management Group
Georgia
$315K
CWA
588
Canvas Wealth Advisors
Kansas
$314K
PMIM
589
Prudent Man Investment Management
Colorado
$314K
ME
590
McIlrath & Eck
Washington
$308K
TP
591
Tranquility Partners
Tennessee
$308K
MWM
592
Meritas Wealth Management
California
$307K
BFPW
593
BOK Financial Private Wealth
Colorado
$304K
AWA
594
Arbor Wealth Advisors
Michigan
$304K
AFA
595
Avant Financial Advisors
Texas
$300K
CA
596
Cornerstone Advisory
Maryland
$296K
SW
597
SteelPeak Wealth
California
$295K
TWCA
598
Two West Capital Advisors
Kansas
$292K
FRA
599
Frank Rimerman Advisors
California
$292K
VWA
600
Valued Wealth Advisors
Utah
$291K