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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
MSWA
701
Marshall & Sterling Wealth Advisors
New York
$46.6K
SRCM
702
Signature Resources Capital Management
California
$46.5K
RWA
703
Redmont Wealth Advisors
Illinois
$45.5K
PCFFS
704
Pacific Center for Financial Services
California
$44K
GSWM
705
Golden State Wealth Management
California
$43.6K
RWM
706
Rialto Wealth Management
New York
$40.9K
RPCA
707
Running Point Capital Advisors
California
$37.8K
FUBT
708
First United Bank & Trust
Maryland
$37.3K
PWMG
709
Private Wealth Management Group
New Jersey
$36.1K
1L
710
10Elms LLP
Oklahoma
$32.9K
HFS
711
Hughes Financial Services
Virginia
$30.3K
TCM
712
Tradewinds Capital Management
Washington
$26.3K
SIC
713
Salem Investment Counselors
North Carolina
$26.1K
FWP
714
FAS Wealth Partners
Kansas
$25.8K
FHA
715
First Horizon Advisors
Tennessee
$25.6K
PS
716
Principal Securities
Iowa
$25.1K
RMP
717
Richards, Merrill & Peterson
Washington
$24.4K
OP
718
ORG Partners
Indiana
$23.2K
GG
719
Gleason Group
Kentucky
$22.3K
HR
720
Howe & Rusling
New York
$21.1K
TRCT
721
Tower Research Capital (TRC)
New York
$21K
ACA
722
American Capital Advisory
Idaho
$20.9K
CCMI
723
Creative Capital Management Investments
California
$20.5K
BSB
724
Bangor Savings Bank
Maine
$19.1K
OA
725
Operose Advisors
Wisconsin
$16.3K