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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
HA
351
Hanover Advisors
South Carolina
$617K
AFO
352
Aurelius Family Office
New Hampshire
$613K
CPW
353
Cogent Private Wealth
Florida
$592K
AWP
354
Astra Wealth Partners
New Jersey
$590K
HKIMG
355
Hutchens & Kramer Investment Management Group
Indiana
$589K
ALWM
356
Andrews Lucia Wealth Management
California
$588K
PMIM
357
Prudent Man Investment Management
Colorado
$577K
PA
358
Powerhouse Assets
Massachusetts
$574K
Mercer Global Advisors
359
Mercer Global Advisors
Colorado
$574K
JIC
360
Joel Isaacson & Co
New York
$565K
SWM
361
Spire Wealth Management
Virginia
$565K
SCM
362
SB Capital Management
California
$559K
FLPIM
363
F.L. Putnam Investment Management
Massachusetts
$555K
CA
364
Claris Advisors
Missouri
$553K
IA
365
IFP Advisors
Florida
$545K
VP
366
Verisail Partners
Georgia
$541K
CAM
367
Clark Asset Management
New Hampshire
$536K
KPWS
368
Kestra Private Wealth Services
Texas
$528K
2L
369
25 LLC
Missouri
$527K
JWM
370
Johnson Wealth Management
North Dakota
$519K
LCM
371
Lazari Capital Management
California
$517K
GM
372
GeoWealth Management
Illinois
$504K
Janney Montgomery Scott
373
Janney Montgomery Scott
Pennsylvania
$499K
WW
374
Wright Wealth
Georgia
$498K
MWP
375
Meredith Wealth Planning
Illinois
$496K