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Dimensional US Small Cap Value ETF

547 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 62 funds opening new positions, 283 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
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
CA
376
Claris Advisors
Missouri
$605K
FDS
377
Freedom Day Solutions
Texas
$601K
TF
378
Tandem Financial
Colorado
$600K
WWM
379
Waterway Wealth Management
Texas
$586K
JIC
380
Joel Isaacson & Co
New York
$584K
IA
381
IFP Advisors
Florida
$581K
KPWS
382
Kestra Private Wealth Services
Texas
$581K
QCM
383
Quantinno Capital Management
New York
$580K
WW
384
Wright Wealth
Georgia
$578K
PMIM
385
Prudent Man Investment Management
Colorado
$577K
VP
386
Verisail Partners
Georgia
$576K
FF
387
Friday Financial
Iowa
$562K
Janney Montgomery Scott
388
Janney Montgomery Scott
Pennsylvania
$557K
SIM
389
Stratos Investment Management
Ohio
$555K
2L
390
25 LLC
Missouri
$540K
CA
391
Clearstead Advisors
Ohio
$526K
HWM
392
HB Wealth Management
Georgia
$526K
MWP
393
Meredith Wealth Planning
Illinois
$524K
LCM
394
Lazari Capital Management
California
$522K
BCA
395
Bay Colony Advisors
Massachusetts
$520K
AC
396
AlphaCore Capital
California
$519K
OFS
397
Opus Financial Solutions
Illinois
$518K
DFP
398
Donalies Financial Planning
District of Columbia
$514K
JWM
399
Johnson Wealth Management
North Dakota
$511K
FLPIM
400
F.L. Putnam Investment Management
Massachusetts
$511K