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Dimensional US Small Cap Value ETF

512 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 84 funds opening new positions, 265 increasing their positions, 120 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
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
FF
401
Frankly Finances
Florida
$359K
PWM
402
Platform Wealth Management
Utah
$357K
AIM
403
Acropolis Investment Management
Missouri
$356K
TCM
404
Triumph Capital Management
Colorado
$352K
LCM
405
Liberty Capital Management
Michigan
$347K
TI
406
tru Independence
Oregon
$346K
IWC
407
Infinity Wealth Counsel
Ohio
$345K
FFO
408
Fortitude Family Office
Arizona
$336K
AWA
409
Arkadios Wealth Advisors
Georgia
$330K
AWM
410
Apollon Wealth Management
South Carolina
$330K
BCA
411
Bay Colony Advisors
Massachusetts
$327K
CCA
412
Clarity Capital Advisors
Florida
$319K
USCWA
413
U.S. Capital Wealth Advisors
Texas
$319K
BHWM
414
Beaird Harris Wealth Management
Texas
$315K
KWA
415
Kondo Wealth Advisors
California
$313K
OC
416
Optima Capital
Oregon
$309K
TSWM
417
Triangle Securities Wealth Management
North Carolina
$306K
FCM
418
Fortis Capital Management
Washington
$302K
FH
419
Financial Harvest
Florida
$298K
D.E. Shaw & Co
420
D.E. Shaw & Co
New York
$295K
PFS
421
Professional Financial Solutions
Virginia
$284K
FFG
422
First Financial Group
North Carolina
$284K
TFP
423
Triune Financial Partners
Kansas
$283K
BAM
424
Belleair Asset Management
Florida
$282K
DC
425
Davenport & Co
Virginia
$281K