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Dimensional US Small Cap ETF

747 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $7.38B → $7.15B (-$228M)

11% less funds holding in top 10

Funds holding in top 10: 10795 (-12)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
747
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$6K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
376
PNC Financial Services Group
Pennsylvania
$1.18M
PAG
377
Powers Advisory Group
Illinois
$1.17M
AF
378
Apollon Financial
South Carolina
$1.17M
EFP
379
Elser Financial Planning
Indiana
$1.16M
CFO
380
Colony Family Offices
North Carolina
$1.16M
AFG
381
Atomi Financial Group
New York
$1.16M
WAN
382
Wealth Advisors Northwest
Oregon
$1.16M
UWM
383
USAdvisors Wealth Management
Minnesota
$1.16M
MAG
384
Mayfair Advisory Group
Alabama
$1.15M
Kovitz Investment Group Partners
385
Kovitz Investment Group Partners
Illinois
$1.14M
PB
386
Pinnacle Bancorp
Nebraska
$1.14M
JIC
387
Johnson Investment Counsel
Ohio
$1.14M
CCA
388
Clarity Capital Advisors
Florida
$1.13M
Citadel Advisors
389
Citadel Advisors
Florida
$1.12M
SPF
390
South Plains Financial
Texas
$1.12M
QCIG
391
Quad-Cities Investment Group
Iowa
$1.11M
VA
392
Valmark Advisers
Ohio
$1.11M
WIM
393
Warwick Investment Management
Texas
$1.1M
SCP
394
Stevens Capital Partners
Nebraska
$1.08M
SWM
395
SpringVest Wealth Management
Texas
$1.07M
SAI
396
Savvy Advisors Inc
New York
$1.06M
IFWM
397
Institute for Wealth Management
Colorado
$1.05M
EWA
398
Exencial Wealth Advisors
Oklahoma
$1.04M
VFA
399
Valeo Financial Advisors
Indiana
$1.04M
NGA
400
Naples Global Advisors
Florida
$1.03M