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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
CMBA
251
C.M. Bidwell & Associates
Hawaii
$706K
HKIMG
252
Hutchens & Kramer Investment Management Group
Indiana
$703K
GTAM
253
Global Trust Asset Management
Florida
$688K
CHAM
254
Clear Harbor Asset Management
Connecticut
$688K
PCA
255
Prosperity Capital Advisors
Ohio
$676K
LWM
256
Lodestone Wealth Management
Washington
$670K
WRPWM
257
Werba Rubin Papier Wealth Management
California
$666K
PHWM
258
Pine Harbor Wealth Management
Maryland
$660K
PWA
259
Physician Wealth Advisors
Utah
$651K
RWP
260
Revolve Wealth Partners
New Jersey
$629K
LCM
261
Lazari Capital Management
California
$616K
VWA
262
Valued Wealth Advisors
Utah
$594K
GGS
263
Galvin Gaustad & Stein
Arizona
$589K
CPWM
264
Cypress Point Wealth Management
Texas
$588K
CIA
265
Compass Ion Advisors
Pennsylvania
$580K
CWM
266
CarsonAllaria Wealth Management
Illinois
$568K
AWM
267
Apollon Wealth Management
South Carolina
$566K
TWP
268
Triad Wealth Partners
Kansas
$564K
MGW
269
MB Generational Wealth
Washington
$553K
CWA
270
CogentBlue Wealth Advisors
Tennessee
$551K
RWM
271
Riverchase Wealth Management
Texas
$550K
GLLW
272
Graves Light Lenhart Wealth
Virginia
$548K
Morgan Stanley
273
Morgan Stanley
New York
$546K
LFA
274
Lauterbach Financial Advisors
Texas
$545K
WANY
275
Wealthspire Advisors (New York)
New York
$536K