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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
PCA
301
Prosperity Capital Advisors
Ohio
$1,000K
MWA
302
Medallion Wealth Advisors
Connecticut
$993K
CPA
303
Capital Performance Advisors
California
$991K
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$969K
FWM
305
FMB Wealth Management
California
$916K
MFA
306
McClarren Financial Advisors
Pennsylvania
$912K
FG
307
Foster Group
Iowa
$904K
WANY
308
Wealthspire Advisors (New York)
New York
$899K
PHWM
309
Pine Harbor Wealth Management
Maryland
$899K
Tudor Investment Corp
310
Tudor Investment Corp
Connecticut
$898K
CMBA
311
C.M. Bidwell & Associates
Hawaii
$859K
RFA
312
RTD Financial Advisors
Pennsylvania
$856K
CSP
313
Cary Street Partners
Virginia
$852K
FPI
314
Financial Plan Inc
Washington
$845K
BC
315
BDFS Capital
Delaware
$841K
TWM
316
TCFG Wealth Management
California
$839K
LWM
317
Lodestone Wealth Management
Washington
$822K
DT
318
Diversified Trust
Tennessee
$816K
RW
319
REDW Wealth
New Mexico
$813K
QCM
320
Quantinno Capital Management
New York
$811K
DFC
321
DBK Financial Counsel
Ohio
$800K
MKWI
322
Mullaney, Keating & Wright, Inc.
Connecticut
$791K
HSWS
323
Higgins & Schmidt Wealth Strategies
Colorado
$789K
SIM
324
Stratos Investment Management
Ohio
$784K
WCM
325
Warburton Capital Management
Oklahoma
$782K