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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
KFAS
326
Keating Financial Advisory Services
Kansas
$754K
FF
327
Friday Financial
Iowa
$751K
GTWM
328
Global Trust Wealth Management
Florida
$750K
CIA
329
Compass Ion Advisors
Pennsylvania
$745K
ASN
330
Advisory Services Network
Georgia
$744K
GBFP
331
Golden Bell Financial Planning
Georgia
$744K
CL
332
CLG LLC
California
$716K
DI
333
Disciplined Investments
Oklahoma
$710K
SC
334
Shearwater Capital
Colorado
$698K
LFA
335
Lauterbach Financial Advisors
Texas
$696K
CCC
336
Compass Capital Corp
Massachusetts
$690K
CFO
337
CVA Family Office
Colorado
$681K
DWM
338
DeLarme Wealth Management
California
$676K
AWM
339
Avondale Wealth Management
Texas
$669K
Bank of New York Mellon
340
Bank of New York Mellon
New York
$657K
SCA
341
Sensenig Capital Advisors
Pennsylvania
$656K
PCM
342
Peirce Capital Management
Texas
$656K
VW
343
Vantus Wealth
Pennsylvania
$652K
PWA
344
Physician Wealth Advisors
Utah
$646K
GLLW
345
Graves Light Lenhart Wealth
Virginia
$646K
CWM
346
CarsonAllaria Wealth Management
Illinois
$643K
JWM
347
JDH Wealth Management
California
$631K
BTWM
348
Baker Tilly Wealth Management
Wisconsin
$629K
EH
349
Equitable Holdings
New York
$623K
FVIM
350
Fort Vancouver Investment Management
Washington
$620K