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Dimensional US Small Cap Value ETF

512 hedge funds and large institutions have $4.77B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 265 increasing their positions, 120 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
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
MFA
301
McClarren Financial Advisors
Pennsylvania
$912K
FG
302
Foster Group
Iowa
$904K
WANY
303
Wealthspire Advisors (New York)
New York
$899K
PHWM
304
Pine Harbor Wealth Management
Maryland
$899K
Tudor Investment Corp
305
Tudor Investment Corp
Connecticut
$898K
CMBA
306
C.M. Bidwell & Associates
Hawaii
$859K
RFA
307
RTD Financial Advisors
Pennsylvania
$856K
CSP
308
Cary Street Partners
Virginia
$852K
FPI
309
Financial Plan Inc
Washington
$845K
BCL
310
BDFS Capital LLC
Delaware
$841K
TWM
311
TCFG Wealth Management
California
$839K
LWM
312
Lodestone Wealth Management
Washington
$822K
DT
313
Diversified Trust
Tennessee
$816K
RW
314
REDW Wealth
New Mexico
$813K
QCM
315
Quantinno Capital Management
New York
$811K
DFC
316
DBK Financial Counsel
Ohio
$800K
HSWS
317
Higgins & Schmidt Wealth Strategies
Colorado
$789K
SIM
318
Stratos Investment Management
Ohio
$784K
WCM
319
Warburton Capital Management
Oklahoma
$782K
VWA
320
Valued Wealth Advisors
Utah
$775K
Citadel Advisors
321
Citadel Advisors
Florida
$771K
Brown Advisory
322
Brown Advisory
Maryland
$767K
VCP
323
Vista Capital Partners
Oregon
$760K
CWP
324
Cyndeo Wealth Partners
Florida
$759K
MFG
325
Merit Financial Group
Georgia
$757K