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Dimensional US Small Cap ETF

760 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 62 funds opening new positions, 342 increasing their positions, 215 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
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
HWMC
651
Heritage Wealth Management (California)
California
$218K
PIA
652
Perennial Investment Advisors
California
$216K
GA
653
Goldstein Advisors
Wisconsin
$209K
BWP
654
BSW Wealth Partners
Colorado
$209K
FA
655
FF Advisors
California
$202K
CT
656
Caldwell Trust
Florida
$200K
WT
657
Whittier Trust
California
$197K
OC
658
Oakworth Capital
Alabama
$196K
Franklin Resources
659
Franklin Resources
California
$192K
HCM
660
Hollencrest Capital Management
California
$182K
ACA
661
Aptus Capital Advisors
Alabama
$178K
HNB
662
Huntington National Bank
Ohio
$174K
RTL
663
Red Tortoise LLC
Georgia
$171K
AWM
664
AE Wealth Management
Kansas
$165K
CMP
665
Coston McIsaac & Partners
Maine
$163K
AssetMark Inc
666
AssetMark Inc
California
$159K
SC
667
Sawyer & Company
Massachusetts
$156K
WWM
668
Woodside Wealth Management
Massachusetts
$155K
CIBC Private Wealth Group
669
CIBC Private Wealth Group
Georgia
$153K
BF
670
BOK Financial
Oklahoma
$153K
NOI
671
Newton One Investments
Delaware
$147K
SPIA
672
Steward Partners Investment Advisory
New York
$140K
PWA
673
Provenance Wealth Advisors
Florida
$136K
WSFS
674
Wilmington Savings Fund Society
Delaware
$134K
IA
675
IFP Advisors
Florida
$130K