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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
Mariner
51
Mariner
Kansas
$26.2M
CL
52
Choreo LLC
Illinois
$24.9M
DC
53
Davenport & Co
Virginia
$24.5M
FG
54
Foster Group
Iowa
$24.1M
TWM
55
Tanager Wealth Management
United Kingdom
$23.9M
BFG
56
Bouchey Financial Group
New York
$23.3M
Comerica Bank
57
Comerica Bank
Texas
$23.3M
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$23.3M
PFM
59
Phillips Financial Management
Indiana
$22.4M
Osaic Holdings
60
Osaic Holdings
Arizona
$22M
FNT
61
First National Trust
Pennsylvania
$21.7M
THL
62
Tillman Hartley LLC
Colorado
$21.6M
FC
63
Financial Consulate
Maryland
$21.2M
MSWMA
64
Market Street Wealth Management Advisors
Indiana
$21M
HWMT
65
Heritage Wealth Management (Texas)
Texas
$20.9M
DF
66
DecisionPoint Financial
Arizona
$20.8M
EWA
67
EP Wealth Advisors
California
$20.4M
FMWA
68
Forvis Mazars Wealth Advisors
Missouri
$19M
NHT
69
New Hampshire Trust
New Hampshire
$18.9M
PCI
70
Planning Center Inc
Illinois
$18.6M
HWMG
71
Hurlow Wealth Management Group
Indiana
$18.2M
YAL
72
Your Advocates Ltd
Texas
$18M
AAP
73
Arax Advisory Partners
Colorado
$17.9M
EWM
74
Empirical Wealth Management
Washington
$17.9M
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$17.8M