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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
VWA
276
Valued Wealth Advisors
Utah
$1.58M
GJIA
277
Glass Jacobson Investment Advisors
Maryland
$1.56M
CSPIA
278
Cary Street Partners Investment Advisory
Virginia
$1.53M
IAG
279
Investmark Advisory Group
Connecticut
$1.52M
PWIA
280
Porter White Investment Advisors
Alabama
$1.48M
SFC
281
Sprinkle Financial Consultants
Colorado
$1.48M
GSF
282
Grove Street Fiduciary
New Hampshire
$1.48M
BIG
283
Builder Investment Group
Georgia
$1.47M
Boston Partners
284
Boston Partners
Massachusetts
$1.47M
AWMM
285
Aegis Wealth Management (Maryland)
Maryland
$1.47M
WMN
286
Wealth Management Nebraska
Nebraska
$1.44M
KSWWM
287
Keyes Stange & Wooten Wealth Management
Florida
$1.41M
OIM
288
Oder Investment Management
California
$1.4M
EAN
289
Excelsior Advisor Network
Colorado
$1.4M
GOCP
290
Great Oak Capital Partners
Massachusetts
$1.39M
CHAM
291
Clear Harbor Asset Management
Connecticut
$1.37M
BJB
292
Broadhurst Jeffrey B
$1.31M
FFM
293
Flagstone Financial Management
Nebraska
$1.31M
MBFW
294
Morton Brown Family Wealth
Pennsylvania
$1.27M
NA
295
NewEdge Advisors
Louisiana
$1.21M
TFA
296
TandemGrowth Financial Advisors
Georgia
$1.2M
WPA
297
Wealth Preservation Advisors
Tennessee
$1.19M
FA
298
Fiduciary Alliance
South Carolina
$1.19M
HWM
299
HBE Wealth Management
Nebraska
$1.18M
WAG
300
Wilkerson Advisory Group
Missouri
$1.18M