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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
WT
651
Whittier Trust
California
$185K
IA
652
IFP Advisors
Florida
$184K
OC
653
Oakworth Capital
Alabama
$183K
Franklin Resources
654
Franklin Resources
California
$180K
ACA
655
Aptus Capital Advisors
Alabama
$174K
HCM
656
Hollencrest Capital Management
California
$170K
CF
657
Conquis Financial
California
$169K
CIBC Private Wealth Group
658
CIBC Private Wealth Group
Georgia
$164K
RTL
659
Red Tortoise LLC
Georgia
$161K
CMP
660
Coston McIsaac & Partners
Maine
$153K
CMBA
661
C.M. Bidwell & Associates
Hawaii
$147K
SC
662
Sawyer & Company
Massachusetts
$146K
WWM
663
Woodside Wealth Management
Massachusetts
$145K
PWAM
664
Private Wealth Asset Management
Iowa
$144K
NOI
665
Newton One Investments
Delaware
$138K
Bessemer Group
666
Bessemer Group
New Jersey
$131K
CCM
667
Chilton Capital Management
Texas
$129K
PWA
668
Provenance Wealth Advisors
Florida
$127K
AssetMark Inc
669
AssetMark Inc
California
$127K
SPIA
670
Steward Partners Investment Advisory
New York
$126K
WSFS
671
Wilmington Savings Fund Society
Delaware
$125K
SIM
672
Synergy Investment Management
Florida
$122K
QC
673
Quent Capital
New York
$122K
TWD
674
True Wealth Design
Ohio
$118K
TFM
675
TFC Financial Management
Massachusetts
$110K