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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
LRIA
576
Leonard Rickey Investment Advisors
Washington
$331K
PTC
577
Private Trust Company
Ohio
$328K
APP
578
Avantax Planning Partners
Iowa
$325K
APC
579
Asset Planning Corporation
Tennessee
$323K
SIAG
580
Safeguard Investment Advisory Group
California
$320K
FF
581
Francis Financial
$319K
BAAM
582
Baker Avenue Asset Management
California
$318K
ATC
583
Argent Trust Co
Tennessee
$318K
DI
584
Disciplined Investments
Oklahoma
$317K
MAMG
585
Milestone Asset Management Group
Connecticut
$317K
SWMG
586
Signature Wealth Management Group
Georgia
$315K
CWA
587
Canvas Wealth Advisors
Kansas
$314K
PMIM
588
Prudent Man Investment Management
Colorado
$314K
ME
589
McIlrath & Eck
Washington
$308K
TP
590
Tranquility Partners
Tennessee
$308K
MWM
591
Meritas Wealth Management
California
$307K
BFPW
592
BOK Financial Private Wealth
Colorado
$304K
AWA
593
Arbor Wealth Advisors
Michigan
$304K
AFA
594
Avant Financial Advisors
Texas
$300K
CA
595
Cornerstone Advisory
Maryland
$296K
SW
596
SteelPeak Wealth
California
$295K
TWCA
597
Two West Capital Advisors
Kansas
$292K
FRA
598
Frank Rimerman Advisors
California
$292K
VWA
599
Valued Wealth Advisors
Utah
$291K
M&T Bank
600
M&T Bank
New York
$289K