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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
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$5.89M
RLWM
202
RF&L Wealth Management
Massachusetts
$5.84M
ALWM
203
Andrews Lucia Wealth Management
California
$5.8M
KA
204
Kooman & Associates
Pennsylvania
$5.78M
KWM
205
KMT Wealth Management
California
$5.76M
EWA
206
EverSource Wealth Advisors
Alabama
$5.72M
VPWA
207
Vestia Personal Wealth Advisors
Indiana
$5.72M
WW
208
Waterfront Wealth
Kansas
$5.69M
PF
209
Parker Financial
Washington
$5.66M
ZF
210
Zhang Financial
Michigan
$5.65M
CWA
211
Cascade Wealth Advisors
Washington
$5.32M
SA
212
Seneschal Advisors
Washington
$5.3M
MA
213
MBA Advisors
Pennsylvania
$5.26M
TIM
214
Tortoise Investment Management
New York
$5.07M
CCFM
215
Clear Creek Financial Management
Washington
$4.94M
MWP
216
Meriwether Wealth & Planning
Louisiana
$4.9M
AC
217
Apella Capital
Connecticut
$4.8M
AFG
218
Altiora Financial Group
Ohio
$4.8M
BAM
219
Bayshore Asset Management
Florida
$4.79M
BWA
220
Bordeaux Wealth Advisors
California
$4.75M
HI
221
Harper Investing
California
$4.65M
MSFS
222
Main Street Financial Solutions
Pennsylvania
$4.64M
STCOSD
223
Sageworth Trust Company of South Dakota
South Dakota
$4.63M
Envestnet Portfolio Solutions
224
Envestnet Portfolio Solutions
Illinois
$4.59M
CI
225
Cordant Inc
Oregon
$4.53M