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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
HFA
351
Highland Financial Advisors
New Jersey
$219K
BFG
352
Berger Financial Group
Minnesota
$219K
RWM
353
Rialto Wealth Management
New York
$218K
CCA
354
Clarity Capital Advisors
Florida
$217K
LKBC
355
L.K. Benson & Company
Maryland
$214K
IWC
356
Infinity Wealth Counsel
Ohio
$209K
PWMG
357
Pioneer Wealth Management Group
Texas
$202K
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$193K
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$191K
PTC
360
Private Trust Company
Ohio
$184K
UB
361
UMB Bank
Missouri
$162K
HC
362
Hurley Capital
New York
$153K
MFG
363
Mendota Financial Group
Wisconsin
$142K
WP
364
WealthShield Partners
North Carolina
$110K
SRCM
365
Signature Resources Capital Management
California
$84.4K
SPIA
366
Steward Partners Investment Advisory
New York
$84.1K
Fifth Third Bancorp
367
Fifth Third Bancorp
Ohio
$80.2K
Wells Fargo
368
Wells Fargo
California
$77.6K
VWA
369
VSM Wealth Advisory
Maryland
$76.1K
SIM
370
Studio Investment Management
Illinois
$71.2K
GEA
371
Glen Eagle Advisors
New Jersey
$63.3K
TLA
372
Tanglewood Legacy Advisors
Texas
$57.3K
SN
373
Sittner & Nelson
Oregon
$54.9K
MFC
374
Morris Financial Concepts
South Carolina
$48.8K
Comerica Bank
375
Comerica Bank
Texas
$47.6K