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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
JWCA
751
J.W. Cole Advisors
Florida
EFA
752
Edge Financial Advisors
Illinois
B
753
BetterWealth
California
BPWM
754
Black Point Wealth Management
Florida
TA
755
TrueWealth Advisors
Alabama
HWM
756
HFG Wealth Management
Texas
QCM
757
QRG Capital Management
Illinois
SIA
758
Sovereign Investment Advisors
Arizona
IAA
759
Independent Advisor Alliance
North Carolina
DWM
760
Dakota Wealth Management
Florida
NAM
761
NorthCrest Asset Manangement
Minnesota
MM
762
Meridian Management
Arkansas
FPW
763
Fairvoy Private Wealth
Alabama
BWP
764
BSW Wealth Partners
Colorado
JPLA
765
Joseph P. Lucia & Associates
New York
GT
766
Greenleaf Trust
Michigan
IP
767
Isthmus Partners
Wisconsin
SVWAG
768
Sound View Wealth Advisors Group
Georgia
RPGK
769
Retirement Planning Group (Kansas)
Kansas
NCM
770
Northwest Capital Management
Oregon
SIM
771
Studio Investment Management
Illinois
EBA
772
Eagle Bay Advisors
New York
CFGS
773
Concourse Financial Group Securities
Alabama
Qube Research & Technologies (QRT)
774
Qube Research & Technologies (QRT)
United Kingdom
CAS
775
Coppell Advisory Solutions
Texas