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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.

New
Increased
Maintained
Reduced
Closed
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 %
CWA
201
Cascade Wealth Advisors
Washington
$4.91M -$2.73M -49,077 -36%
OC
202
Oarsman Capital
Wisconsin
$4.86M +$4.85M +81,168 +69,374%
EWA
203
EverSource Wealth Advisors
Alabama
$4.83M +$546K +9,139 +13%
SA
204
Seneschal Advisors
Washington
$4.82M +$58.4K +978 +1%
PF
205
Parker Financial
Washington
$4.78M +$361K +6,043 +8%
Jane Street
206
Jane Street
New York
$4.68M +$4.68M +78,280 New
AFG
207
Altiora Financial Group
Ohio
$4.57M +$4.84K +81 +0.1%
BAM
208
Bayshore Asset Management
Florida
$4.54M +$5.8K +97 +0.1%
VPWA
209
Vestia Personal Wealth Advisors
Indiana
$4.5M +$321K +5,380 +8%
BWA
210
Bordeaux Wealth Advisors
California
$4.46M -$536K -8,976 -11%
MSFS
211
Main Street Financial Solutions
Pennsylvania
$4.36M +$588K +9,836 +16%
HI
212
Harper Investing
California
$4.36M +$1.16M +19,449 +36%
AC
213
AlphaCore Capital
California
$4.34M +$4.34M +72,555 New
WDL
214
Well Done LLC
Michigan
$4.26M -$97.8K -1,502 -2%
STCOSD
215
Sageworth Trust Company of South Dakota
South Dakota
$4.2M +$138K +2,316 +3%
CI
216
Cordant Inc
Oregon
$4.04M -$26.1K -437 -0.6%
KWA
217
Kondo Wealth Advisors
California
$4.02M -$8.6K -144 -0.2%
FWM
218
FMB Wealth Management
California
$4.02M -$102K -1,710 -2%
Jones Financial Companies
219
Jones Financial Companies
Missouri
$3.96M +$1.61M +27,006 +69%
WW
220
Waterfront Wealth
Kansas
$3.93M -$413K -6,912 -10%
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$3.87M +$85.2K +1,426 +2%
FFG
222
First Financial Group
North Carolina
$3.83M +$132K +2,216 +4%
KAM
223
Kraft Asset Management
Tennessee
$3.78M -$80.8K -1,352 -2%
PWA
224
Physician Wealth Advisors
Utah
$3.74M -$857K -14,343 -19%
HHWM
225
Hiley Hunt Wealth Management
Nebraska
$3.74M +$323K +5,380 +9%