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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
FCA
651
Fortis Capital Advisors
Kansas
$219K
BB
652
Busey Bank
Illinois
$219K
HWMC
653
Heritage Wealth Management (California)
California
$218K
PIA
654
Perennial Investment Advisors
California
$216K
GA
655
Goldstein Advisors
Wisconsin
$209K
BWP
656
BSW Wealth Partners
Colorado
$209K
FA
657
FF Advisors
California
$202K
CT
658
Caldwell Trust
Florida
$200K
WT
659
Whittier Trust
California
$197K
OC
660
Oakworth Capital
Alabama
$196K
Franklin Resources
661
Franklin Resources
California
$192K
HCM
662
Hollencrest Capital Management
California
$182K
ACA
663
Aptus Capital Advisors
Alabama
$178K
HNB
664
Huntington National Bank
Ohio
$174K
RTL
665
Red Tortoise LLC
Georgia
$171K
AWM
666
AE Wealth Management
Kansas
$165K
CMP
667
Coston McIsaac & Partners
Maine
$163K
AssetMark Inc
668
AssetMark Inc
California
$159K
SC
669
Sawyer & Company
Massachusetts
$156K
WWM
670
Woodside Wealth Management
Massachusetts
$155K
CIBC Private Wealth Group
671
CIBC Private Wealth Group
Georgia
$153K
BF
672
BOK Financial
Oklahoma
$153K
NOI
673
Newton One Investments
Delaware
$147K
SPIA
674
Steward Partners Investment Advisory
New York
$140K
PWA
675
Provenance Wealth Advisors
Florida
$136K