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Dimensional US Small Cap Value ETF

549 hedge funds and large institutions have $5.53B invested in Dimensional US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 284 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$98.8M
2 +$52.2M
3 +$32.2M
4
EWA
Exencial Wealth Advisors
Oklahoma
+$25.8M
5
Cerity Partners
Cerity Partners
New York
+$17.7M

Top Sellers

1 -$210M
2 -$10.3M
3 -$9.39M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.47M
5
SMA
Seven Mile Advisory
New Jersey
-$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
QHA
226
Quarry Hill Advisors
Minnesota
$2.47M
WCM
227
Warburton Capital Management
Oklahoma
$2.46M
EK
228
Evensky & Katz
Florida
$2.37M
MCM
229
MAI Capital Management
Ohio
$2.37M
HVP
230
Hudson Value Partners
Florida
$2.34M
S
231
SignatureFD
Georgia
$2.29M
MGW
232
MB Generational Wealth
Washington
$2.27M
MFT
233
Moisand Fitzgerald Tamayo
Florida
$2.19M
GPWM
234
Grant Private Wealth Management
California
$2.18M
TWD
235
True Wealth Design
Ohio
$2.16M
TCRG
236
Twin Cities Retirement Group
Minnesota
$2.12M
SHFA
237
SC&H Financial Advisors
Maryland
$2.12M
FWP
238
Firethorn Wealth Partners
Georgia
$2.11M
MWM
239
Meritas Wealth Management
California
$2.1M
MSF
240
Mustard Seed Financial
Arkansas
$2.09M
AA
241
Aire Advisors
California
$2.05M
BCM
242
Brookstone Capital Management
Illinois
$2M
GAM
243
GEM Asset Management
Michigan
$1.99M
ARA
244
Approach Retirement Advisors
Alabama
$1.98M
GA
245
Greenspring Advisors
Maryland
$1.96M
WPC
246
Wedmont Private Capital
Pennsylvania
$1.91M
MWA
247
Monograph Wealth Advisors
California
$1.9M
DWM
248
Dopkins Wealth Management
New York
$1.89M
FFS
249
Founders Financial Securities
Maryland
$1.89M
SMA
250
Sage Mountain Advisors
Georgia
$1.88M