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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
AWA
326
Arkadios Wealth Advisors
Georgia
$294K
MFG
327
Merit Financial Group
Georgia
$291K
USCWA
328
U.S. Capital Wealth Advisors
Texas
$281K
CCM
329
Cloud Capital Management
Washington
$278K
EWA
330
Elevate Wealth Advisory
Georgia
$277K
CSPIA
331
Cary Street Partners Investment Advisory
Virginia
$276K
FCM
332
Fortis Capital Management
Washington
$275K
MWM
333
Mission Wealth Management
California
$272K
BHWM
334
Beaird Harris Wealth Management
Texas
$267K
BW
335
Balance Wealth
Ohio
$266K
KWA
336
Kondo Wealth Advisors
California
$266K
XT
337
XTX Topco
Cayman Islands
$265K
SAI
338
Savvy Advisors Inc
New York
$264K
RIP
339
RAM Investment Partners
Washington
$263K
OC
340
Optima Capital
Oregon
$262K
AIM
341
Acropolis Investment Management
Missouri
$257K
ACP
342
Argyle Capital Partners
California
$252K
SW
343
Simplicity Wealth
New Jersey
$243K
APG
344
Abacus Planning Group
South Carolina
$239K
APC
345
Aspire Private Capital
North Carolina
$238K
MEG
346
Millstone Evans Group
Colorado
$238K
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$232K
CAM
348
Cresset Asset Management
Illinois
$223K
AFGAS
349
Allegiance Financial Group Advisory Services
Virginia
$223K
BAM
350
Bayshore Asset Management
Florida
$220K