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Dimensional US Small Cap Value ETF

522 hedge funds and large institutions have $5.03B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 267 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
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
VWA
326
Valued Wealth Advisors
Utah
$775K
Citadel Advisors
327
Citadel Advisors
Florida
$771K
Brown Advisory
328
Brown Advisory
Maryland
$767K
VCP
329
Vista Capital Partners
Oregon
$760K
CWP
330
Cyndeo Wealth Partners
Florida
$759K
MFG
331
Merit Financial Group
Georgia
$757K
KFAS
332
Keating Financial Advisory Services
Kansas
$754K
FF
333
Friday Financial
Iowa
$751K
GTWM
334
Global Trust Wealth Management
Florida
$750K
CIA
335
Compass Ion Advisors
Pennsylvania
$745K
ASN
336
Advisory Services Network
Georgia
$744K
GBFP
337
Golden Bell Financial Planning
Georgia
$744K
CL
338
CLG LLC
California
$716K
DI
339
Disciplined Investments
Oklahoma
$710K
SC
340
Shearwater Capital
Colorado
$698K
LFA
341
Lauterbach Financial Advisors
Texas
$696K
CCC
342
Compass Capital Corp
Massachusetts
$690K
CFO
343
CVA Family Office
Colorado
$681K
DWM
344
DeLarme Wealth Management
California
$676K
AWM
345
Avondale Wealth Management
Texas
$669K
Bank of New York Mellon
346
Bank of New York Mellon
New York
$657K
SCA
347
Sensenig Capital Advisors
Pennsylvania
$656K
PCM
348
Peirce Capital Management
Texas
$656K
VW
349
Vantus Wealth
Pennsylvania
$652K
PWA
350
Physician Wealth Advisors
Utah
$646K