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Dimensional US Small Cap Value ETF

512 hedge funds and large institutions have $4.77B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 265 increasing their positions, 120 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
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
FITL
251
Financially in Tune, LLC
Massachusetts
$1.43M
PAM
252
Pacific Asset Management
Washington
$1.4M
GSF
253
Grove Street Fiduciary
New Hampshire
$1.39M
Boston Partners
254
Boston Partners
Massachusetts
$1.37M
GVAG
255
Great Valley Advisor Group
Delaware
$1.36M
FFG
256
Fiduciary Financial Group
California
$1.36M
Morgan Stanley
257
Morgan Stanley
New York
$1.34M
GJIA
258
Glass Jacobson Investment Advisors
Maryland
$1.34M
PWIA
259
Porter White Investment Advisors
Alabama
$1.34M
AWMM
260
Aegis Wealth Management (Maryland)
Maryland
$1.29M
AFP
261
ATLas Financial Planning
Georgia
$1.28M
SFC
262
Sprinkle Financial Consultants
Colorado
$1.27M
EAN
263
Excelsior Advisor Network
Colorado
$1.27M
BCM
264
Brookstone Capital Management
Illinois
$1.26M
CHAM
265
Clear Harbor Asset Management
Connecticut
$1.24M
RWP
266
Revolve Wealth Partners
New Jersey
$1.22M
WPA
267
Wealth Preservation Advisors
Tennessee
$1.21M
CSPIA
268
Cary Street Partners Investment Advisory
Virginia
$1.21M
AWM
269
Axxcess Wealth Management
California
$1.21M
OIM
270
Oder Investment Management
California
$1.2M
GOCP
271
Great Oak Capital Partners
Massachusetts
$1.19M
MBFW
272
Morton Brown Family Wealth
Pennsylvania
$1.19M
KSWWM
273
Keyes Stange & Wooten Wealth Management
Florida
$1.19M
WMN
274
Wealth Management Nebraska
Nebraska
$1.16M
GAM
275
GEM Asset Management
Michigan
$1.15M