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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
PWP
276
Ponta Wealth Partners
Florida
$1.15M
WAG
277
Wilkerson Advisory Group
Missouri
$1.14M
TFA
278
TandemGrowth Financial Advisors
Georgia
$1.13M
CW
279
Curio Wealth
Maryland
$1.11M
AQR Capital Management
280
AQR Capital Management
Connecticut
$1.11M
SAI
281
Savvy Advisors Inc
New York
$1.09M
FA
282
Fiduciary Alliance
South Carolina
$1.09M
HWM
283
HBE Wealth Management
Nebraska
$1.09M
EP
284
E6 Portfolios
Utah
$1.08M
BIG
285
Builder Investment Group
Georgia
$1.08M
TWP
286
Total Wealth Planning
Ohio
$1.07M
SAM
287
Smartleaf Asset Management
Massachusetts
$1.06M
FFM
288
Flagstone Financial Management
Nebraska
$1.06M
Susquehanna International Group
289
Susquehanna International Group
Pennsylvania
$1.05M
CFGA
290
Cambridge Financial Group (Arizona)
Arizona
$1.05M
EIA
291
Eldridge Investment Advisors
New Hampshire
$1.04M
GFM
292
GEN Financial Management
Minnesota
$1.04M
RWM
293
Riverchase Wealth Management
Texas
$1.02M
PHWA
294
Petersen Hastings Wealth Advisors
Washington
$1.02M
AWM
295
Ariadne Wealth Management
California
$1.02M
HWA
296
HMV Wealth Advisors
Louisiana
$1M
PCA
297
Prosperity Capital Advisors
Ohio
$1,000K
CPA
298
Capital Performance Advisors
California
$991K
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$969K
FWM
300
FMB Wealth Management
California
$916K