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Dimensional US Small Cap Value ETF

410 hedge funds and large institutions have $3.27B invested in Dimensional US Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 238 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $3.26B → $3.27B (+$17.8M)

0.53% more ownership

Funds ownership: 78.87%79.4% (+0.53%)

9% less funds holding in top 10

Funds holding in top 10: 5651 (-5)

Holders
410
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$301K
Puts
$155K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DT
226
Diversified Trust
Tennessee
$936K
RWM
227
Rockwood Wealth Management
Pennsylvania
$931K
GJIA
228
Glass Jacobson Investment Advisors
Maryland
$931K
FWM
229
FMB Wealth Management
California
$929K
CP
230
Capital Planning
Washington
$904K
FFG
231
Fiduciary Financial Group
California
$893K
Two Sigma Investments
232
Two Sigma Investments
New York
$887K
CL
233
CSS LLC
Illinois
$873K
GFM
234
GEN Financial Management
Minnesota
$849K
QC
235
Quadrature Capital
United Kingdom
$842K
KSWA
236
Kathleen S. Wright Associates
Pennsylvania
$842K
AWM
237
Ariadne Wealth Management
California
$830K
TWM
238
TCFG Wealth Management
California
$829K
CPA
239
Capital Performance Advisors
California
$829K
QHA
240
Quarry Hill Advisors
Minnesota
$818K
SFA
241
Sequoia Financial Advisors
Ohio
$812K
CL
242
CLG LLC
California
$808K
SFC
243
Sprinkle Financial Consultants
Colorado
$798K
RW
244
REDW Wealth
New Mexico
$792K
MFA
245
McClarren Financial Advisors
Pennsylvania
$785K
CWP
246
Cyndeo Wealth Partners
Florida
$756K
GAM
247
GEM Asset Management
Michigan
$727K
LA
248
Lindenwold Advisors
Pennsylvania
$719K
DI
249
Disciplined Investments
Oklahoma
$715K
GOCP
250
Great Oak Capital Partners
Massachusetts
$710K