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Dimensional US Small Cap ETF

746 hedge funds and large institutions have $7.15B invested in Dimensional US Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 349 increasing their positions, 212 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
+12
Holders Change %
+1.63%
% of All Funds
10.13%
Holding in Top 10
95
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.21%
% of All Funds
1.29%
New
64
Increased
349
Reduced
212
Closed
32
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Shares
Change %
DWS
226
Discipline Wealth Solutions
South Carolina
$3.72M -$322K -5,387 -8%
CAM
227
CPA Asset Management
Florida
$3.71M -$79.7K -1,334 -2%
WP
228
Wealthspan Partners
Iowa
$3.69M +$170K +2,851 +5%
CL
229
CLG LLC
California
$3.69M -$285K -4,770 -7%
FWM
230
Forza Wealth Management
Florida
$3.68M +$48.3K +809 +1%
FWTB
231
First Western Trust Bank
Colorado
$3.57M -$59.2K -991 -2%
CFP
232
Cascade Financial Partners
California
$3.54M +$143K +2,385 +4%
EFA
233
Efficient Frontier Advisors
Connecticut
$3.53M +$1.97K +33 +0.1%
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$3.49M -$795K -11,317 -19%
SIS
235
Strategic Investment Solutions
Illinois
$3.48M -$220K -3,682 -6%
TCM
236
TruNorth Capital Management
Michigan
$3.48M +$299 +5 +0%
AC
237
Apella Capital
Connecticut
$3.46M -$243K -4,257 -7%
SHFA
238
SC&H Financial Advisors
Maryland
$3.42M +$103K +1,731 +3%
GFA
239
Grunden Financial Advisory
Texas
$3.4M +$291K +4,869 +9%
Bank of New York Mellon
240
Bank of New York Mellon
New York
$3.37M +$203K +3,395 +6%
TF
241
TME Financial
California
$3.34M +$3.34M +55,894 New
DFC
242
DBK Financial Counsel
Ohio
$3.33M +$125K +2,099 +4%
GJIA
243
Glass Jacobson Investment Advisors
Maryland
$3.28M
OHWP
244
Oak Harbor Wealth Partners
North Carolina
$3.26M +$182K +3,052 +6%
IAG
245
Investment Advisory Group
Massachusetts
$3.23M +$777 +13 +0%
PA
246
PFG Advisors
Arizona
$3.2M +$273K +4,574 +9%
BWM
247
Birchcreek Wealth Management
Ohio
$3.16M +$568K +9,501 +22%
PWS
248
Physician Wealth Solutions
Nevada
$3.16M
FIA
249
Foundations Investment Advisors
Arizona
$3.05M +$718K +12,011 +31%
SSB
250
Sandy Spring Bank
Maryland
$3.04M +$55.3K +926 +2%