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Dimensional US Small Cap Value ETF

510 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 83 funds opening new positions, 265 increasing their positions, 119 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
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
DFP
376
Donalies Financial Planning
District of Columbia
$482K
AC
377
AlphaCore Capital
California
$478K
EP
378
Essential Planning
New Hampshire
$477K
5NPW
379
55 North Private Wealth
Florida
$477K
CPWM
380
Cypress Point Wealth Management
Texas
$466K
OFS
381
Opus Financial Solutions
Illinois
$460K
RWA
382
Redmont Wealth Advisors
Illinois
$452K
CWM
383
Capstone Wealth Management
Montana
$450K
NL
384
NWAM LLC
Washington
$444K
LKBC
385
L.K. Benson & Company
Maryland
$442K
VAMG
386
Voisard Asset Management Group
Michigan
$439K
THL
387
Tillman Hartley LLC
Colorado
$438K
HW
388
Hancock Whitney
Mississippi
$437K
CA
389
Clearstead Advisors
Ohio
$437K
FCA
390
Fortis Capital Advisors
Kansas
$416K
BAM
391
Belpointe Asset Management
Nevada
$416K
YWM
392
Yardley Wealth Management
Pennsylvania
$413K
PIFP
393
Partners in Financial Planning
Virginia
$413K
WRPWM
394
Werba Rubin Papier Wealth Management
California
$409K
LFS
395
Lutz Financial Services
Nebraska
$398K
ACP
396
Argyle Capital Partners
California
$372K
FC
397
Family CFO
California
$369K
EWA
398
Elevate Wealth Advisory
Georgia
$362K
FF
399
Frankly Finances
Florida
$359K
PWM
400
Platform Wealth Management
Utah
$357K