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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
SFS
476
Sowell Financial Services
Arkansas
$580K
CCFM
477
Clear Creek Financial Management
Washington
$579K
CIA
478
Capital Investment Advisors
Georgia
$576K
AWP
479
Abacus Wealth Partners
California
$573K
PFP
480
Pinnacle Financial Partners
Tennessee
$566K
Fisher Asset Management
481
Fisher Asset Management
Washington
$562K
RWM
482
Rockwood Wealth Management
Pennsylvania
$558K
KCPG
483
Kavar Capital Partners Group
Kansas
$554K
WPW
484
Watershed Private Wealth
Illinois
$554K
SPC
485
Sigma Planning Corp
Michigan
$554K
AWM
486
Avior Wealth Management
Nebraska
$552K
Betterment LLC
487
Betterment LLC
New York
$551K
PFBT
488
Parkside Financial Bank & Trust
Missouri
$549K
CIA
489
Cladis Investment Advisory
Montana
$547K
Lido Advisors
490
Lido Advisors
California
$537K
WCG
491
Weaver Consulting Group
California
$536K
EW
492
Evoke Wealth
California
$535K
KeyBank National Association
493
KeyBank National Association
Ohio
$534K
WA
494
Waverly Advisors
Alabama
$532K
PC
495
Peavine Capital
Nevada
$531K
MIC
496
Meridian Investment Counsel
California
$526K
BFA
497
Beacon Financial Advisory
Ohio
$524K
PFA
498
Professional Financial Advisors
Nebraska
$524K
CWA
499
Canvas Wealth Advisors
Kansas
$514K
PWM
500
Perigon Wealth Management
California
$508K