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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
CWP
576
Cyndeo Wealth Partners
Florida
$306K
APP
577
Avantax Planning Partners
Iowa
$305K
APC
578
Asset Planning Corporation
Tennessee
$303K
ACP
579
Aveo Capital Partners
Colorado
$301K
TCM
580
Towneley Capital Management
California
$301K
WCP
581
Wick Capital Partners
Pennsylvania
$300K
MSF
582
Mustard Seed Financial
Arkansas
$300K
FF
583
Francis Financial
$299K
BAAM
584
Baker Avenue Asset Management
California
$298K
DI
585
Disciplined Investments
Oklahoma
$297K
MAMG
586
Milestone Asset Management Group
Connecticut
$296K
SG
587
StoneX Group
New York
$293K
LRIA
588
Leonard Rickey Investment Advisors
Washington
$290K
MWM
589
Meritas Wealth Management
California
$288K
ST
590
Smithfield Trust
Pennsylvania
$287K
PCIA
591
Prime Capital Investment Advisors
Kansas
$286K
BFPW
592
BOK Financial Private Wealth
Colorado
$286K
SAG
593
SageView Advisory Group
California
$285K
AWA
594
Arbor Wealth Advisors
Michigan
$285K
AFA
595
Avant Financial Advisors
Texas
$281K
BEAM
596
Baker Ellis Asset Management
Washington
$279K
SW
597
SteelPeak Wealth
California
$277K
CA
598
Cornerstone Advisory
Maryland
$274K
FRA
599
Frank Rimerman Advisors
California
$274K
M&T Bank
600
M&T Bank
New York
$271K