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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
KCM
451
KM Capital Management
Texas
$677K
ATI
452
ARK & TLK Investments
Oklahoma
$676K
JC
453
Jentner Corp
Ohio
$674K
GA
454
Greenspring Advisors
Maryland
$668K
WTC
455
WhitTier Trust Company
Nevada
$667K
PWIA
456
Porter White Investment Advisors
Alabama
$663K
2L
457
25 LLC
Missouri
$663K
BBHC
458
Brown Brothers Harriman & Co
New York
$655K
JSL
459
JT Stratford LLC
Georgia
$647K
EFS
460
Essex Financial Services
Connecticut
$641K
CFG
461
Citizens Financial Group
Rhode Island
$641K
CAL
462
Capital Analysts LLC
Pennsylvania
$638K
SIC
463
SJS Investment Consulting
Ohio
$636K
OPS
464
Orion Portfolio Solutions
Nebraska
$630K
BCI
465
Brinker Capital Investments
Pennsylvania
$630K
GB
466
Goepper Burkhardt
South Carolina
$623K
GCM
467
Graver Capital Management
Ohio
$623K
AWM
468
Apollon Wealth Management
South Carolina
$611K
SW
469
Simplicity Wealth
New Jersey
$605K
CFA
470
CWS Financial Advisors
Michigan
$605K
CFS
471
CRA Financial Services
New Jersey
$603K
CPSAC
472
Chas P. Smith & Associates (CPS)
Florida
$588K
MWPCG
473
Measured Wealth Private Client Group
New Hampshire
$586K
CWM
474
Congress Wealth Management
Massachusetts
$586K
CFO
475
CVA Family Office
Colorado
$580K