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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
BB
651
Busey Bank
Illinois
$219K
HWMC
652
Heritage Wealth Management (California)
California
$218K
PIA
653
Perennial Investment Advisors
California
$216K
GA
654
Goldstein Advisors
Wisconsin
$209K
BWP
655
BSW Wealth Partners
Colorado
$209K
FA
656
FF Advisors
California
$202K
CT
657
Caldwell Trust
Florida
$200K
WT
658
Whittier Trust
California
$197K
OC
659
Oakworth Capital
Alabama
$196K
Franklin Resources
660
Franklin Resources
California
$192K
HCM
661
Hollencrest Capital Management
California
$182K
ACA
662
Aptus Capital Advisors
Alabama
$178K
HNB
663
Huntington National Bank
Ohio
$174K
RTL
664
Red Tortoise LLC
Georgia
$171K
AWM
665
AE Wealth Management
Kansas
$165K
CMP
666
Coston McIsaac & Partners
Maine
$163K
AssetMark Inc
667
AssetMark Inc
California
$159K
SC
668
Sawyer & Company
Massachusetts
$156K
WWM
669
Woodside Wealth Management
Massachusetts
$155K
CIBC Private Wealth Group
670
CIBC Private Wealth Group
Georgia
$153K
BF
671
BOK Financial
Oklahoma
$153K
NOI
672
Newton One Investments
Delaware
$147K
SPIA
673
Steward Partners Investment Advisory
New York
$140K
PWA
674
Provenance Wealth Advisors
Florida
$136K
WSFS
675
Wilmington Savings Fund Society
Delaware
$134K