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Dimensional US Small Cap Value ETF

549 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 63 funds opening new positions, 284 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
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
FLPIM
401
F.L. Putnam Investment Management
Massachusetts
$511K
EP
402
Essential Planning
New Hampshire
$507K
PIFP
403
Partners in Financial Planning
Virginia
$503K
CPWM
404
Cypress Point Wealth Management
Texas
$496K
SWM
405
Selective Wealth Management
Virginia
$488K
CWM
406
Capstone Wealth Management
Montana
$475K
PAG
407
Private Advisor Group
New Jersey
$474K
SWM
408
Silverlake Wealth Management
Vermont
$469K
VAMG
409
Voisard Asset Management Group
Michigan
$467K
YWM
410
Yardley Wealth Management
Pennsylvania
$440K
WRPWM
411
Werba Rubin Papier Wealth Management
California
$437K
LFS
412
Lutz Financial Services
Nebraska
$431K
AIM
413
Acropolis Investment Management
Missouri
$428K
ACP
414
Argyle Capital Partners
California
$405K
THL
415
Tillman Hartley LLC
Colorado
$403K
AWM
416
Austin Wealth Management
Texas
$402K
IWC
417
Infinity Wealth Counsel
Ohio
$395K
FC
418
Family CFO
California
$393K
EWA
419
Elevate Wealth Advisory
Georgia
$389K
FF
420
Frankly Finances
Florida
$382K
BAM
421
Belpointe Asset Management
Nevada
$380K
FCA
422
Fortis Capital Advisors
Kansas
$380K
LKBC
423
L.K. Benson & Company
Maryland
$379K
TI
424
tru Independence
Oregon
$368K
AWA
425
Arkadios Wealth Advisors
Georgia
$365K