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Dimensional US Small Cap Value ETF

522 hedge funds and large institutions have $5.03B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 267 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
JWM
376
Johnson Wealth Management
North Dakota
$519K
LCM
377
Lazari Capital Management
California
$517K
GM
378
GeoWealth Management
Illinois
$504K
Janney Montgomery Scott
379
Janney Montgomery Scott
Pennsylvania
$499K
WW
380
Wright Wealth
Georgia
$498K
MWP
381
Meredith Wealth Planning
Illinois
$496K
AWM
382
Austin Wealth Management
Texas
$495K
HWM
383
HB Wealth Management
Georgia
$493K
DFP
384
Donalies Financial Planning
District of Columbia
$482K
AC
385
AlphaCore Capital
California
$478K
EP
386
Essential Planning
New Hampshire
$477K
5NPW
387
55 North Private Wealth
Florida
$477K
CPWM
388
Cypress Point Wealth Management
Texas
$466K
OFS
389
Opus Financial Solutions
Illinois
$460K
RWA
390
Redmont Wealth Advisors
Illinois
$452K
CWM
391
Capstone Wealth Management
Montana
$450K
NL
392
NWAM LLC
Washington
$444K
LKBC
393
L.K. Benson & Company
Maryland
$442K
VAMG
394
Voisard Asset Management Group
Michigan
$439K
THL
395
Tillman Hartley LLC
Colorado
$438K
HW
396
Hancock Whitney
Mississippi
$437K
CA
397
Clearstead Advisors
Ohio
$437K
BAM
398
Belpointe Asset Management
Nevada
$416K
FCA
399
Fortis Capital Advisors
Kansas
$416K
YWM
400
Yardley Wealth Management
Pennsylvania
$413K