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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
CW
301
Curio Wealth
Maryland
$1.15M
GFPC
302
Global Financial Private Client
Florida
$1.14M
CAM
303
CPA Asset Management
Florida
$1.13M
RWP
304
Revolve Wealth Partners
New Jersey
$1.13M
CWA
305
Canvas Wealth Advisors
Kansas
$1.1M
GFM
306
GEN Financial Management
Minnesota
$1.1M
RWM
307
Riverchase Wealth Management
Texas
$1.1M
CIA
308
Concurrent Investment Advisors
Florida
$1.09M
PHWA
309
Petersen Hastings Wealth Advisors
Washington
$1.09M
SC
310
Shearwater Capital
Colorado
$1.07M
MWA
311
Medallion Wealth Advisors
Connecticut
$1.07M
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$1.06M
AWM
313
Ariadne Wealth Management
California
$1.04M
MMA
314
Miracle Mile Advisors
California
$1.04M
CPA
315
Capital Performance Advisors
California
$1.02M
SAM
316
Smartleaf Asset Management
Massachusetts
$1.01M
FTUS
317
Flow Traders U.S.
New York
$976K
MFA
318
McClarren Financial Advisors
Pennsylvania
$968K
FWM
319
FMB Wealth Management
California
$968K
PCA
320
Prosperity Capital Advisors
Ohio
$961K
FG
321
Foster Group
Iowa
$945K
BC
322
BDFS Capital
Delaware
$942K
PWP
323
Ponta Wealth Partners
Florida
$926K
WMA
324
William Mack & Associates
Michigan
$923K
LWM
325
Lodestone Wealth Management
Washington
$917K