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Dimensional US Small Cap Value ETF

410 hedge funds and large institutions have $3.27B invested in Dimensional US Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 238 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $3.26B → $3.27B (+$17.8M)

0.53% more ownership

Funds ownership: 78.87%79.4% (+0.53%)

9% less funds holding in top 10

Funds holding in top 10: 5651 (-5)

Holders
410
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$301K
Puts
$155K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
301
Willow Creek Wealth Management
California
$430K
VP
302
Verisail Partners
Georgia
$430K
FFS
303
Founders Financial Securities
Maryland
$420K
RWM
304
Ruedi Wealth Management
Illinois
$405K
KPWS
305
Kestra Private Wealth Services
Texas
$405K
GBFP
306
Golden Bell Financial Planning
Georgia
$397K
CW
307
CreativeOne Wealth
Kansas
$387K
NL
308
NWAM LLC
Washington
$380K
KAM
309
Kraft Asset Management
Tennessee
$377K
HF
310
HRT Financial
New York
$376K
WA
311
Wealthstream Advisors
New York
$372K
2L
312
25 LLC
Missouri
$359K
EP
313
Essential Planning
New Hampshire
$347K
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$340K
BIP
315
Blueprint Investment Partners
North Carolina
$339K
CWM
316
Congress Wealth Management
Massachusetts
$334K
THL
317
Tillman Hartley LLC
Colorado
$328K
DFC
318
DBK Financial Counsel
Ohio
$327K
NFP
319
Narus Financial Partners
Utah
$317K
MSFS
320
Main Street Financial Solutions
Pennsylvania
$316K
BWMG
321
Bannerman Wealth Management Group
Texas
$307K
BCA
322
Bay Colony Advisors
Massachusetts
$305K
AAM
323
Austin Asset Management
Texas
$304K
PWP
324
Parkwoods Wealth Partners
New York
$303K
RWA
325
Redmont Wealth Advisors
Illinois
$299K