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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
AWM
376
Austin Wealth Management
Texas
$495K
HWM
377
HB Wealth Management
Georgia
$493K
DFP
378
Donalies Financial Planning
District of Columbia
$482K
AC
379
AlphaCore Capital
California
$478K
EP
380
Essential Planning
New Hampshire
$477K
5NPW
381
55 North Private Wealth
Florida
$477K
CPWM
382
Cypress Point Wealth Management
Texas
$466K
OFS
383
Opus Financial Solutions
Illinois
$460K
RWA
384
Redmont Wealth Advisors
Illinois
$452K
CWM
385
Capstone Wealth Management
Montana
$450K
NL
386
NWAM LLC
Washington
$444K
LKBC
387
L.K. Benson & Company
Maryland
$442K
VAMG
388
Voisard Asset Management Group
Michigan
$439K
THL
389
Tillman Hartley LLC
Colorado
$438K
HW
390
Hancock Whitney
Mississippi
$437K
CA
391
Clearstead Advisors
Ohio
$437K
FCA
392
Fortis Capital Advisors
Kansas
$416K
BAM
393
Belpointe Asset Management
Nevada
$416K
YWM
394
Yardley Wealth Management
Pennsylvania
$413K
PIFP
395
Partners in Financial Planning
Virginia
$413K
WRPWM
396
Werba Rubin Papier Wealth Management
California
$409K
LFS
397
Lutz Financial Services
Nebraska
$398K
ACP
398
Argyle Capital Partners
California
$372K
FC
399
Family CFO
California
$369K
EWA
400
Elevate Wealth Advisory
Georgia
$362K