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Dimensional US Small Cap Value ETF

511 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 83 funds opening new positions, 265 increasing their positions, 120 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
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
FF
326
Friday Financial
Iowa
$751K
GTWM
327
Global Trust Wealth Management
Florida
$750K
CIA
328
Compass Ion Advisors
Pennsylvania
$745K
ASN
329
Advisory Services Network
Georgia
$744K
GBFP
330
Golden Bell Financial Planning
Georgia
$744K
CL
331
CLG LLC
California
$716K
DI
332
Disciplined Investments
Oklahoma
$710K
SC
333
Shearwater Capital
Colorado
$698K
LFA
334
Lauterbach Financial Advisors
Texas
$696K
CCC
335
Compass Capital Corp
Massachusetts
$690K
CFO
336
CVA Family Office
Colorado
$681K
DWM
337
DeLarme Wealth Management
California
$676K
AWM
338
Avondale Wealth Management
Texas
$669K
Bank of New York Mellon
339
Bank of New York Mellon
New York
$657K
SCA
340
Sensenig Capital Advisors
Pennsylvania
$656K
PCM
341
Peirce Capital Management
Texas
$656K
VW
342
Vantus Wealth
Pennsylvania
$652K
PWA
343
Physician Wealth Advisors
Utah
$646K
GLLW
344
Graves Light Lenhart Wealth
Virginia
$646K
CWM
345
CarsonAllaria Wealth Management
Illinois
$643K
JWM
346
JDH Wealth Management
California
$631K
BTWM
347
Baker Tilly Wealth Management
Wisconsin
$629K
EH
348
Equitable Holdings
New York
$623K
FVIM
349
Fort Vancouver Investment Management
Washington
$620K
HA
350
Hanover Advisors
South Carolina
$617K