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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
FPAS
26
Focus Partners Advisor Solutions
Missouri
$47.2M
AP
27
Adero Partners
California
$47.1M
UBS Group
28
UBS Group
Switzerland
$43.2M
DPW
29
DiNuzzo Private Wealth
Pennsylvania
$42.1M
SCM
30
Stordahl Capital Management
Colorado
$42M
GVAG
31
Great Valley Advisor Group
Delaware
$41.9M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$40.9M
Corient Private Wealth
33
Corient Private Wealth
Florida
$40.3M
Raymond James Financial
34
Raymond James Financial
Florida
$38.1M
CPIG
35
Chicago Partners Investment Group
Illinois
$35.9M
DFS
36
Dixon Fnancial Services
California
$34.3M
BHWM
37
Beaird Harris Wealth Management
Texas
$34.1M
MWM
38
Modera Wealth Management
New Jersey
$33.8M
WMN
39
Wealth Management Nebraska
Nebraska
$33.1M
SWA
40
Sax Wealth Advisors
New Jersey
$33M
Truist Financial
41
Truist Financial
North Carolina
$31.2M
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$30.8M
BFG
43
Bleakley Financial Group
New Jersey
$29.5M
DP
44
Divergent Planning
Maryland
$28.7M
Cerity Partners
45
Cerity Partners
New York
$28.4M
SFA
46
Sequoia Financial Advisors
Ohio
$28.4M
AAM
47
Austin Asset Management
Texas
$27.6M
HIG
48
Heritage Investment Group
Florida
$27.4M
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$26.8M
KL
50
KWMG LLC
Kansas
$26.7M