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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
BCA
426
Bay Colony Advisors
Massachusetts
$817K
CB
427
Commerce Bank
Missouri
$807K
WFA
428
Websterrogers Financial Advisors
South Carolina
$781K
MWA
429
Mills Wealth Advisors
Texas
$780K
VFP
430
Verus Financial Partners
Virginia
$779K
DW
431
Dodds Wealth
Colorado
$777K
Fidelity Investments
432
Fidelity Investments
Massachusetts
$774K
CF
433
Centaurus Financial
California
$772K
LSA
434
L & S Advisors
California
$771K
CAM
435
Clark Asset Management
New Hampshire
$763K
WRPWM
436
Werba Rubin Papier Wealth Management
California
$756K
MHS
437
M Holdings Securities
Oregon
$755K
BWM
438
BCO Wealth Management
New Mexico
$752K
MFWP
439
Mosaic Family Wealth Partners
Missouri
$751K
SMA
440
Seven Mile Advisory
New Jersey
$749K
P
441
&Partners
Tennessee
$748K
TWP
442
Total Wealth Planning
Ohio
$747K
FCB
443
First County Bank
Connecticut
$727K
IA
444
IFG Advisors
Missouri
$722K
SW
445
SVB Wealth
Massachusetts
$721K
CCM
446
Coldstream Capital Management
Washington
$719K
VWA
447
Valued Wealth Advisors
Utah
$710K
SEIA
448
Signature Estate & Investment Advisors
California
$705K
MFG
449
Merit Financial Group
Georgia
$703K
CQWA
450
Chokshi & Queen Wealth Advisors
California
$686K