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Dimensional US Small Cap Value ETF

516 hedge funds and large institutions have $5.02B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 265 increasing their positions, 123 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPWM
226
Grant Private Wealth Management
California
$1.89M
TCRG
227
Twin Cities Retirement Group
Minnesota
$1.89M
Citigroup
228
Citigroup
New York
$1.85M
MWM
229
Mission Wealth Management
California
$1.81M
SHFA
230
SC&H Financial Advisors
Maryland
$1.79M
MWA
231
Monograph Wealth Advisors
California
$1.79M
MSF
232
Mustard Seed Financial
Arkansas
$1.76M
KW
233
Keyvantage Wealth
Pennsylvania
$1.75M
DWM
234
Dopkins Wealth Management
New York
$1.75M
WPC
235
Wedmont Private Capital
Pennsylvania
$1.73M
GA
236
Greenspring Advisors
Maryland
$1.69M
FFS
237
Founders Financial Securities
Maryland
$1.67M
AC
238
Apella Capital
Connecticut
$1.64M
CCM
239
Cloud Capital Management
Washington
$1.61M
DWM
240
Daner Wealth Management
Georgia
$1.61M
RWM
241
Rockwood Wealth Management
Pennsylvania
$1.61M
DWA
242
Delap Wealth Advisory
Oregon
$1.61M
GAM
243
Gemmer Asset Management
California
$1.56M
AAM
244
Austin Asset Management
Texas
$1.56M
CAM
245
CPA Asset Management
Florida
$1.55M
HA
246
HFG Advisors
Ohio
$1.54M
QWM
247
Quadcap Wealth Management
Texas
$1.51M
MA
248
Mutual Advisors
Nebraska
$1.51M
RIP
249
RAM Investment Partners
Washington
$1.5M
WWM
250
Waterway Wealth Management
Texas
$1.5M