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Dimensional US Small Cap ETF

745 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, 211 reducing their positions, and 32 closing their positions.

Holders
745
Holders Change
+12
Holders Change %
+1.64%
% of All Funds
10.12%
Holding in Top 10
95
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.21%
% of All Funds
1.29%
New
64
Increased
349
Reduced
211
Closed
32
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Shares
Change %
BIG
76
Builder Investment Group
Georgia
$17.7M +$251K +4,196 +1%
TFG
77
Tilson Financial Group
New Jersey
$17.4M +$550K +9,208 +3%
JTWM
78
Jackson Thornton Wealth Management
Alabama
$17.2M +$880K +15,799 +5%
DEM
79
Disciplined Equity Management
Florida
$16.9M +$108K +1,800 +0.6%
Morgan Stanley
80
Morgan Stanley
New York
$16.1M +$355K +5,949 +2%
PFA
81
Pillar Financial Advisors
Kentucky
$16.1M +$790K +13,221 +5%
PS
82
Pinney & Scofield
Massachusetts
$15.9M +$700K +11,712 +5%
AF
83
Advisornet Financial
Minnesota
$15.6M +$788K +13,195 +5%
FFA
84
Farther Finance Advisors
California
$15.6M +$3.73M +62,159 +32%
RFP
85
Root Financial Partners
California
$15.5M +$14.7M +245,533 +1,794%
FSWA
86
Financial Synergies Wealth Advisors
Texas
$15.5M +$502K +8,397 +3%
FPCG
87
Forum Private Client Group
Indiana
$15.4M +$633K +10,589 +4%
TFO
88
Timonier Family Office
North Carolina
$15.3M +$1.92M +32,159 +14%
DAS
89
Dynamic Advisor Solutions
Arizona
$15.2M +$218K +3,652 +1%
MAM
90
McLean Asset Management
Virginia
$15.1M +$344K +6,575 +2%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$14.9M -$829K -13,882 -5%
EFP
92
EnRich Financial Partners
Wisconsin
$14.9M -$1.29M -21,643 -8%
BPA
93
Beacon Pointe Advisors
California
$14.7M +$869K +14,541 +6%
PWM
94
PBMares Wealth Management
Virginia
$14.2M +$1.7M +28,461 +14%
MWM
95
Mission Wealth Management
California
$14M -$894K -14,961 -6%
SMM
96
Stadion Money Management
Georgia
$13.9M -$7.59K -127 -0.1%
WFA
97
West Financial Advisors
Iowa
$13.9M +$531K +8,880 +4%
AIA
98
Armor Investment Advisors
North Carolina
$13.8M +$168K +2,818 +1%
LFS
99
Lutz Financial Services
Nebraska
$13.5M -$191K -3,199 -1%
LI
100
LRI Investments
Florida
$13.4M +$13M +217,299 +3,115%