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Dimensional US Small Cap Value ETF

516 hedge funds and large institutions have $5.02B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 265 increasing their positions, 123 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
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
VCP
326
Vista Capital Partners
Oregon
$760K
CWP
327
Cyndeo Wealth Partners
Florida
$759K
MFG
328
Merit Financial Group
Georgia
$757K
KFAS
329
Keating Financial Advisory Services
Kansas
$754K
FF
330
Friday Financial
Iowa
$751K
GTWM
331
Global Trust Wealth Management
Florida
$750K
CIA
332
Compass Ion Advisors
Pennsylvania
$745K
ASN
333
Advisory Services Network
Georgia
$744K
GBFP
334
Golden Bell Financial Planning
Georgia
$744K
CL
335
CLG LLC
California
$716K
DI
336
Disciplined Investments
Oklahoma
$710K
SC
337
Shearwater Capital
Colorado
$698K
LFA
338
Lauterbach Financial Advisors
Texas
$696K
CCC
339
Compass Capital Corp
Massachusetts
$690K
CFO
340
CVA Family Office
Colorado
$681K
DWM
341
DeLarme Wealth Management
California
$676K
AWM
342
Avondale Wealth Management
Texas
$669K
Bank of New York Mellon
343
Bank of New York Mellon
New York
$657K
SCA
344
Sensenig Capital Advisors
Pennsylvania
$656K
PCM
345
Peirce Capital Management
Texas
$656K
VW
346
Vantus Wealth
Pennsylvania
$652K
PWA
347
Physician Wealth Advisors
Utah
$646K
GLLW
348
Graves Light Lenhart Wealth
Virginia
$646K
CWM
349
CarsonAllaria Wealth Management
Illinois
$643K
JWM
350
JDH Wealth Management
California
$631K