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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
RPA
376
Redwood Park Advisors
California
$47.3K
FVIM
377
Fort Vancouver Investment Management
Washington
$46.9K
AAP
378
Arax Advisory Partners
Colorado
$42K
BGWM
379
Bridge Generations Wealth Management
Florida
$31.2K
CFO
380
CVA Family Office
Colorado
$29.5K
US Bancorp
381
US Bancorp
Minnesota
$28.7K
CA
382
Clearstead Advisors
Ohio
$26.7K
LFG
383
Larson Financial Group
Missouri
$25.8K
SIC
384
SJS Investment Consulting
Ohio
$25.3K
CMP
385
Coston McIsaac & Partners
Maine
$20K
AWM
386
AE Wealth Management
Kansas
$19.2K
PA
387
Parallel Advisors
California
$19.1K
IA
388
IFP Advisors
Florida
$17.8K
MBFW
389
Morton Brown Family Wealth
Pennsylvania
$17.3K
GP
390
Greenline Partners
New York
$17.1K
VWM
391
Vermillion Wealth Management
Minnesota
$14.9K
NC
392
North Capital
Utah
$14.1K
GWSG
393
GPS Wealth Strategies Group
Colorado
$12.3K
DF
394
DecisionPoint Financial
Arizona
$11.5K
PFBT
395
Parkside Financial Bank & Trust
Missouri
$11.3K
CWP
396
Concord Wealth Partners
Virginia
$11.1K
TCM
397
TruNorth Capital Management
Michigan
$10.5K
ACA
398
Aptus Capital Advisors
Alabama
$10.4K
GWANC
399
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.4K
CCM
400
Coldstream Capital Management
Washington
$6.11K