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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
EGWAG
501
Elwood & Goetz Wealth Advisory Group
Georgia
$506K
PF
502
PlanWiser Financial
Colorado
$499K
ME
503
McIlrath & Eck
Washington
$490K
CT
504
Colonial Trust
South Carolina
$487K
SA
505
Sincerus Advisory
New York
$486K
GWP
506
Gateway Wealth Partners
Wisconsin
$486K
AFGAS
507
Allegiance Financial Group Advisory Services
Virginia
$482K
FA
508
Flagstar Advisors
New York
$481K
SCM
509
Sollinda Capital Management
Florida
$479K
WWM
510
Western Wealth Management
Colorado
$478K
AWA
511
Acorn Wealth Advisors
Michigan
$474K
JIC
512
Joel Isaacson & Co
New York
$473K
CIAS
513
Capital Investment Advisory Services
North Carolina
$471K
PP
514
PrairieView Partners
Minnesota
$466K
RSWM
515
Robertson Stephens Wealth Management
California
$462K
NRI
516
NFP Retirement Inc
California
$453K
GWM
517
Geneos Wealth Management
Colorado
$451K
SAM
518
S.A. Mason
Michigan
$450K
WWA
519
Wingate Wealth Advisors
Massachusetts
$443K
AWP
520
Accretive Wealth Partners
New Jersey
$440K
TCA
521
Transcend Capital Advisors
New Jersey
$439K
OC
522
Oppenheimer & Co
New York
$438K
WCM
523
Wealthcare Capital Management
Virginia
$425K
BAWC
524
Boyce & Associates Wealth Consulting
Texas
$424K
FWS
525
FinDec Wealth Services
California
$421K