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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
BFC
401
Bedel Financial Consulting
Indiana
$1.02M
OW
402
Olistico Wealth
Oklahoma
$1.02M
MA
403
Montag & Associates
Georgia
$1.01M
FI
404
Financial Insights
Washington
$986K
Ameriprise
405
Ameriprise
Minnesota
$985K
PFG
406
Prospect Financial Group
Virginia
$983K
CIA
407
Concurrent Investment Advisors
Florida
$979K
SIC
408
Samalin Investment Counsel
New York
$972K
CPA
409
Cathy Pareto & Associates
Florida
$970K
KCM
410
Kendall Capital Management
Maryland
$959K
MADFP
411
Michael A Dubis Financial Planning
Wisconsin
$958K
AWP
412
Axis Wealth Partners
Rhode Island
$957K
ADL
413
Asset Dedication LLC
California
$956K
CMAI
414
Capital Management Associates Inc
Minnesota
$951K
KIM
415
Kestra Investment Management
Texas
$933K
DW30
416
Drucker Wealth 3.0
New Jersey
$931K
PFS
417
Prospera Financial Services
Texas
$920K
VWM
418
Verus Wealth Management
Wisconsin
$913K
STA
419
Summit Trail Advisors
New York
$901K
FNBT
420
FineMark National Bank & Trust
Florida
$901K
CAMG
421
CWA Asset Management Group
Florida
$890K
SMC
422
Smith, Moore & Co
Missouri
$890K
IDA
423
Intelligence Driven Advisers
California
$852K
US Bancorp
424
US Bancorp
Minnesota
$842K
IA
425
IFG Advisory
Georgia
$829K