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Dimensional US Small Cap Value ETF

516 hedge funds and large institutions have $5.02B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 265 increasing their positions, 123 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
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
Janney Montgomery Scott
376
Janney Montgomery Scott
Pennsylvania
$499K
WW
377
Wright Wealth
Georgia
$498K
MWP
378
Meredith Wealth Planning
Illinois
$496K
AWM
379
Austin Wealth Management
Texas
$495K
HWM
380
HB Wealth Management
Georgia
$493K
DFP
381
Donalies Financial Planning
District of Columbia
$482K
AC
382
AlphaCore Capital
California
$478K
EP
383
Essential Planning
New Hampshire
$477K
5NPW
384
55 North Private Wealth
Florida
$477K
CPWM
385
Cypress Point Wealth Management
Texas
$466K
OFS
386
Opus Financial Solutions
Illinois
$460K
RWA
387
Redmont Wealth Advisors
Illinois
$452K
CWM
388
Capstone Wealth Management
Montana
$450K
NL
389
NWAM LLC
Washington
$444K
LKBC
390
L.K. Benson & Company
Maryland
$442K
VAMG
391
Voisard Asset Management Group
Michigan
$439K
THL
392
Tillman Hartley LLC
Colorado
$438K
HW
393
Hancock Whitney
Mississippi
$437K
CA
394
Clearstead Advisors
Ohio
$437K
FCA
395
Fortis Capital Advisors
Kansas
$416K
BAM
396
Belpointe Asset Management
Nevada
$416K
YWM
397
Yardley Wealth Management
Pennsylvania
$413K
PIFP
398
Partners in Financial Planning
Virginia
$413K
WRPWM
399
Werba Rubin Papier Wealth Management
California
$409K
LFS
400
Lutz Financial Services
Nebraska
$398K