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Dimensional US Small Cap ETF

759 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, 341 increasing their positions, 215 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
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
BWMG
126
Bannerman Wealth Management Group
Texas
$11M
AIS
127
American Investment Services
Massachusetts
$11M
SWM
128
Sterling Wealth Management
Illinois
$10.9M
TFA
129
Trinity Financial Advisors
Ohio
$10.9M
BA
130
Bridgewater Advisors
New York
$10.9M
W
131
WPWealth
Texas
$10.9M
SIG
132
Spinnaker Investment Group
California
$10.8M
AF
133
Allworth Financial
California
$10.8M
HIP
134
HUB Investment Partners
Texas
$10.6M
EW
135
Enzi Wealth
Texas
$10.5M
CCA
136
Conservest Capital Advisors
Pennsylvania
$10.4M
PAS
137
Park Avenue Securities
New York
$10M
SWG
138
Summit Wealth Group
Vermont
$9.99M
BH
139
Burk Holdings
Oklahoma
$9.98M
CPA
140
Capital Performance Advisors
California
$9.85M
BDWCC
141
B&D White Capital Company
Texas
$9.58M
MCM
142
MAI Capital Management
Ohio
$9.5M
CPA
143
Cardiff Park Advisors
California
$9.45M
W
144
WorthPointe
California
$9.32M
FFM
145
Forum Financial Management
Illinois
$9.3M
CA
146
CGN Advisors
Kansas
$9.25M
MFG
147
Mendota Financial Group
Wisconsin
$9.19M
LFG
148
Larson Financial Group
Missouri
$9.17M
DWM
149
Daner Wealth Management
Georgia
$9.15M
CCM
150
Colorado Capital Management
Colorado
$9.14M