Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US Small Cap
-
Number of holders
-
1
-
Total 13F shares, excl. options
-
262,608
-
Shares change
-
+18,247
-
Total reported value, excl. options
-
$16,741,238
-
Value change
-
+$1,163,245
-
Number of buys
-
1
-
Price
-
$63.75
Institutional Holders of DIMENSIONAL ETFTRUST - US Small Cap as of Q2 2025
1 filing reported holding 23320G505 - DIMENSIONAL ETFTRUST - US Small Cap as of 30 Jun 2025.
DIMENSIONAL ETFTRUST - US Small Cap had 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 262,608 shares of stock of the company.
Largest 1 holders included McMill Wealth Management.
This table shows the top 1 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.