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Dimensional US Small Cap Value ETF

549 hedge funds and large institutions have $5.53B invested in Dimensional US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 284 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$98.8M
2 +$52.2M
3 +$32.2M
4
EWA
Exencial Wealth Advisors
Oklahoma
+$25.8M
5
Cerity Partners
Cerity Partners
New York
+$17.7M

Top Sellers

1 -$210M
2 -$10.3M
3 -$9.39M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.47M
5
SMA
Seven Mile Advisory
New Jersey
-$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
ALWM
376
Andrews Lucia Wealth Management
California
$616K
CA
377
Claris Advisors
Missouri
$605K
FDS
378
Freedom Day Solutions
Texas
$601K
TF
379
Tandem Financial
Colorado
$600K
WWM
380
Waterway Wealth Management
Texas
$586K
JIC
381
Joel Isaacson & Co
New York
$584K
IA
382
IFP Advisors
Florida
$581K
KPWS
383
Kestra Private Wealth Services
Texas
$581K
QCM
384
Quantinno Capital Management
New York
$580K
WW
385
Wright Wealth
Georgia
$578K
PMIM
386
Prudent Man Investment Management
Colorado
$577K
VP
387
Verisail Partners
Georgia
$576K
FF
388
Friday Financial
Iowa
$562K
Janney Montgomery Scott
389
Janney Montgomery Scott
Pennsylvania
$557K
SIM
390
Stratos Investment Management
Ohio
$555K
2L
391
25 LLC
Missouri
$540K
CA
392
Clearstead Advisors
Ohio
$526K
HWM
393
HB Wealth Management
Georgia
$526K
MWP
394
Meredith Wealth Planning
Illinois
$524K
LCM
395
Lazari Capital Management
California
$522K
BCA
396
Bay Colony Advisors
Massachusetts
$520K
AC
397
AlphaCore Capital
California
$519K
OFS
398
Opus Financial Solutions
Illinois
$518K
DFP
399
Donalies Financial Planning
District of Columbia
$514K
JWM
400
Johnson Wealth Management
North Dakota
$511K