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Dimensional US Small Cap ETF

755 hedge funds and large institutions have $8.04B invested in Dimensional US Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 339 increasing their positions, 214 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+10
Holders Change %
+1.34%
% of All Funds
10.13%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.29%
New
62
Increased
339
Reduced
214
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
YAL
76
Your Advocates Ltd
Texas
$20.4M +$1.26M +19,820 +7%
EWM
77
Empirical Wealth Management
Washington
$20.2M +$1.16M +18,282 +6%
AAP
78
Arax Advisory Partners
Colorado
$19.9M +$781K +12,256 +4%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$19.8M +$3.91M +61,344 +25%
AF
80
Advisornet Financial
Minnesota
$19.8M +$3.15M +49,374 +19%
FMWA
81
Forvis Mazars Wealth Advisors
Missouri
$19.5M -$780K -12,238 -4%
BIG
82
Builder Investment Group
Georgia
$19.2M +$354K +5,553 +2%
MAM
83
McLean Asset Management
Virginia
$18.9M -$37.3K -571 -0.2%
TFG
84
Tilson Financial Group
New Jersey
$18.8M +$197K +3,095 +1%
PFA
85
Pillar Financial Advisors
Kentucky
$17.8M +$644K +10,115 +4%
TFO
86
Timonier Family Office
North Carolina
$17.5M +$1.17M +18,336 +7%
FPCG
87
Forum Private Client Group
Indiana
$17.5M +$999K +15,684 +6%
PS
88
Pinney & Scofield
Massachusetts
$17.3M +$364K +5,714 +2%
Morgan Stanley
89
Morgan Stanley
New York
$17.3M +$124K +1,945 +0.7%
FSWA
90
Financial Synergies Wealth Advisors
Texas
$17M +$533K +8,367 +3%
MWM
91
Mission Wealth Management
California
$16.9M +$2.03M +31,895 +14%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$16.7M +$2.58M +40,483 +18%
DAS
93
Dynamic Advisor Solutions
Arizona
$16.4M +$177K +2,782 +1%
BPA
94
Beacon Pointe Advisors
California
$16.1M +$476K +7,470 +3%
HIF
95
Hill Island Financial
Michigan
$16M +$2.26M +35,454 +16%
EFP
96
EnRich Financial Partners
Wisconsin
$15.7M -$119K -1,865 -0.8%
TCM
97
Tassel Capital Management
North Carolina
$15.3M +$5.97M +93,632 +64%
PIAS
98
PCA Investment Advisory Services
Ohio
$15.3M +$2.39M +37,557 +19%
AIC
99
Allodium Investment Consultants
Minnesota
$15.2M +$2M +31,322 +15%
PWM
100
PBMares Wealth Management
Virginia
$15M -$185K -2,911 -1%