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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
RWM
251
Rockwood Wealth Management
Pennsylvania
$1.81M
TSWM
252
Triangle Securities Wealth Management
North Carolina
$1.79M
HWA
253
HMV Wealth Advisors
Louisiana
$1.75M
CCM
254
Cloud Capital Management
Washington
$1.73M
MWM
255
Mission Wealth Management
California
$1.72M
DWA
256
Delap Wealth Advisory
Oregon
$1.71M
HA
257
HFG Advisors
Ohio
$1.69M
GVAG
258
Great Valley Advisor Group
Delaware
$1.69M
AFP
259
ATLas Financial Planning
Georgia
$1.69M
FIT
260
Financially in Tune
Massachusetts
$1.68M
Morgan Stanley
261
Morgan Stanley
New York
$1.68M
Brown Advisory
262
Brown Advisory
Maryland
$1.67M
AAM
263
Austin Asset Management
Texas
$1.66M
MA
264
Mutual Advisors
Nebraska
$1.66M
PPF
265
Pacific Park Financial
California
$1.66M
GAM
266
Gemmer Asset Management
California
$1.65M
FFG
267
Fiduciary Financial Group
California
$1.65M
RFA
268
RTD Financial Advisors
Pennsylvania
$1.63M
KW
269
Keyvantage Wealth
Pennsylvania
$1.6M
CW
270
CreativeOne Wealth
Kansas
$1.6M
PAM
271
Pacific Asset Management
Washington
$1.59M
TWP
272
Triad Wealth Partners
Kansas
$1.59M
EP
273
E6 Portfolios
Utah
$1.59M
QWM
274
Quadcap Wealth Management
Texas
$1.59M
CL
275
Choreo LLC
Illinois
$1.58M