Stock ownership · SEC 13F · Q4 2025
DIMENSIONAL US SMALL CAP
Institutional ownership of DIMENSIONAL US SMALL CAP (CUSIP 25434V815) - who holds it, how concentrated it is, and what moved last quarter.
- $5.3M
- Reported value
- 4
- Institutions
- 100%
- Top-5 share
The verdict
4 institutions report $5.3M of DIMENSIONAL US SMALL CAP positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 4
- institutions hold it
- $5.3M
- reported 13F value
- 100%
- held by top 5
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 25434V815 · Q4 2025 $5M reported
VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-FULL
- VALUE-TRACE $5.3M
- HOLDERS-FOCUS 4 filers
- CONC-DOM 100% top-5
- PHOTO-UNK No peer
- ACTIVITY-MID 4 new
- BOOK-FULL 8Q history
Read with: Ownership concentration guide - DIMENSIONAL US SMALL CAP's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Institutional ownership over time
The number of institutions reporting a DIMENSIONAL US SMALL CAP position has risen from 1 to 4 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 91,277 | $3.0M | 56.8% |
| 2 | Financially in Tune, LLC | 43,494 | $1.4M | 27.1% |
| 3 | BDFS Capital LLC | 25,577 | $841K | 15.9% |
| 4 | Strategic Investment Solutions, Inc. /IL | 352 | $12K | 0.2% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among DIMENSIONAL US SMALL CAP's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (4)
Complete exits (4)
Frequently Asked Questions
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Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.