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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
AWM
676
AE Wealth Management
Kansas
$109K
BL
677
BFSG LLC
California
$107K
Fifth Third Bancorp
678
Fifth Third Bancorp
Ohio
$106K
CPA
679
Compass Planning Associates
Massachusetts
$105K
AP
680
Aspect Partners
Virginia
$102K
SC
681
SouthState Corp
Florida
$101K
FG
682
Fairman Group
Pennsylvania
$101K
NRWA
683
North Ridge Wealth Advisors
Oregon
$101K
CA
684
Continuum Advisory
Idaho
$99.4K
BCWM
685
Bartlett & Co Wealth Management
Ohio
$98.3K
CFFP
686
Center for Financial Planning
Michigan
$90.7K
FCT
687
First Community Trust
Iowa
$89.6K
CTC
688
Central Trust Company
Missouri
$82.1K
RI
689
Ridgewood Investments
New Jersey
$79.9K
PAM
690
Parvin Asset Management
South Dakota
$65.7K
T
691
Transce3nd
Texas
$65K
PGAM
692
Princeton Global Asset Management
New Jersey
$63.9K
SN
693
Sittner & Nelson
Oregon
$61K
BGWM
694
Bridge Generations Wealth Management
Florida
$60.6K
GWANC
695
Guardian Wealth Advisors (North Carolina)
North Carolina
$59.8K
FDCP
696
Foster Dykema Cabot & Partners
Massachusetts
$54.9K
NS
697
NBC Securities
Alabama
$54K
DFA
698
DHJJ Financial Advisors
Illinois
$51K
UFAC
699
Urban Financial Advisory Corp
Illinois
$50.1K
HNB
700
Huntington National Bank
Ohio
$49.5K