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Dimensional US Small Cap Value ETF

516 hedge funds and large institutions have $5.02B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 265 increasing their positions, 123 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
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
CPA
301
Capital Performance Advisors
California
$991K
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$969K
FWM
303
FMB Wealth Management
California
$916K
MFA
304
McClarren Financial Advisors
Pennsylvania
$912K
FG
305
Foster Group
Iowa
$904K
WANY
306
Wealthspire Advisors (New York)
New York
$899K
PHWM
307
Pine Harbor Wealth Management
Maryland
$899K
Tudor Investment Corp
308
Tudor Investment Corp
Connecticut
$898K
CMBA
309
C.M. Bidwell & Associates
Hawaii
$859K
RFA
310
RTD Financial Advisors
Pennsylvania
$856K
CSP
311
Cary Street Partners
Virginia
$852K
FPI
312
Financial Plan Inc
Washington
$845K
BC
313
BDFS Capital
Delaware
$841K
TWM
314
TCFG Wealth Management
California
$839K
LWM
315
Lodestone Wealth Management
Washington
$822K
DT
316
Diversified Trust
Tennessee
$816K
RW
317
REDW Wealth
New Mexico
$813K
QCM
318
Quantinno Capital Management
New York
$811K
DFC
319
DBK Financial Counsel
Ohio
$800K
HSWS
320
Higgins & Schmidt Wealth Strategies
Colorado
$789K
SIM
321
Stratos Investment Management
Ohio
$784K
WCM
322
Warburton Capital Management
Oklahoma
$782K
VWA
323
Valued Wealth Advisors
Utah
$775K
Citadel Advisors
324
Citadel Advisors
Florida
$771K
Brown Advisory
325
Brown Advisory
Maryland
$767K