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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
CW
251
CreativeOne Wealth
Kansas
$1.47M
TWP
252
Triad Wealth Partners
Kansas
$1.47M
IAG
253
Investmark Advisory Group
Connecticut
$1.46M
FIT
254
Financially in Tune
Massachusetts
$1.43M
PAM
255
Pacific Asset Management
Washington
$1.4M
GSF
256
Grove Street Fiduciary
New Hampshire
$1.39M
Boston Partners
257
Boston Partners
Massachusetts
$1.37M
GVAG
258
Great Valley Advisor Group
Delaware
$1.36M
FFG
259
Fiduciary Financial Group
California
$1.36M
Morgan Stanley
260
Morgan Stanley
New York
$1.34M
GJIA
261
Glass Jacobson Investment Advisors
Maryland
$1.34M
PWIA
262
Porter White Investment Advisors
Alabama
$1.34M
AWMM
263
Aegis Wealth Management (Maryland)
Maryland
$1.29M
AFP
264
ATLas Financial Planning
Georgia
$1.28M
SFC
265
Sprinkle Financial Consultants
Colorado
$1.27M
EAN
266
Excelsior Advisor Network
Colorado
$1.27M
BCM
267
Brookstone Capital Management
Illinois
$1.26M
CHAM
268
Clear Harbor Asset Management
Connecticut
$1.24M
RWP
269
Revolve Wealth Partners
New Jersey
$1.22M
WPA
270
Wealth Preservation Advisors
Tennessee
$1.21M
CSPIA
271
Cary Street Partners Investment Advisory
Virginia
$1.21M
AWM
272
Axxcess Wealth Management
California
$1.21M
OIM
273
Oder Investment Management
California
$1.2M
GOCP
274
Great Oak Capital Partners
Massachusetts
$1.19M
MBFW
275
Morton Brown Family Wealth
Pennsylvania
$1.19M