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Dimensional US Small Cap Value ETF

522 hedge funds and large institutions have $5.03B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 267 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
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
MBFW
276
Morton Brown Family Wealth
Pennsylvania
$1.19M
KSWWM
277
Keyes Stange & Wooten Wealth Management
Florida
$1.19M
WMN
278
Wealth Management Nebraska
Nebraska
$1.16M
GAM
279
GEM Asset Management
Michigan
$1.15M
PWP
280
Ponta Wealth Partners
Florida
$1.15M
WAG
281
Wilkerson Advisory Group
Missouri
$1.14M
TFA
282
TandemGrowth Financial Advisors
Georgia
$1.13M
CW
283
Curio Wealth
Maryland
$1.11M
AQR Capital Management
284
AQR Capital Management
Connecticut
$1.11M
SAI
285
Savvy Advisors Inc
New York
$1.09M
FA
286
Fiduciary Alliance
South Carolina
$1.09M
HWM
287
HBE Wealth Management
Nebraska
$1.09M
EP
288
E6 Portfolios
Utah
$1.08M
BIG
289
Builder Investment Group
Georgia
$1.08M
TWP
290
Total Wealth Planning
Ohio
$1.07M
SAM
291
Smartleaf Asset Management
Massachusetts
$1.06M
FFM
292
Flagstone Financial Management
Nebraska
$1.06M
Susquehanna International Group
293
Susquehanna International Group
Pennsylvania
$1.05M
CFGA
294
Cambridge Financial Group (Arizona)
Arizona
$1.05M
EIA
295
Eldridge Investment Advisors
New Hampshire
$1.04M
GFM
296
GEN Financial Management
Minnesota
$1.04M
RWM
297
Riverchase Wealth Management
Texas
$1.02M
PHWA
298
Petersen Hastings Wealth Advisors
Washington
$1.02M
AWM
299
Ariadne Wealth Management
California
$1.02M
HWA
300
HMV Wealth Advisors
Louisiana
$1M