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Dimensional US Small Cap Value ETF

410 hedge funds and large institutions have $3.27B invested in Dimensional US Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 238 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $3.26B → $3.27B (+$17.8M)

0.53% more ownership

Funds ownership: 78.87%79.4% (+0.53%)

9% less funds holding in top 10

Funds holding in top 10: 5651 (-5)

Holders
410
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$301K
Puts
$155K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Smartleaf Asset Management
Massachusetts
$5.57K
JWA
402
JFS Wealth Advisors
Pennsylvania
$4.36K
VCM
403
Versant Capital Management
Arizona
$3.88K
AWM
404
Avondale Wealth Management
Texas
$3.56K
GFPC
405
Global Financial Private Client
Florida
$2.67K
HR
406
Howe & Rusling
New York
$1.69K
CT
407
Colonial Trust
South Carolina
$957
QCG
408
Quadrant Capital Group
Ohio
$86
BWL
409
Bogart Wealth LLC
Virginia
$84
MCA
410
Maryland Capital Advisors
Maryland
$29
MECA
411
Miller Equity Capital Advisors
Texas
KCM
412
Kendall Capital Management
Maryland
EFA
413
Edge Financial Advisors
Illinois
PAS
414
Park Avenue Securities
New York
WP
415
WMS Partners
Maryland
Cetera Investment Advisers
416
Cetera Investment Advisers
Illinois
WWA
417
WCG Wealth Advisors
Nevada
AIM
418
Archer Investment Management
Texas
FH
419
Financial Harvest
Florida
SF
420
Safeguard Financial
Wisconsin
MWA
421
Mills Wealth Advisors
Texas
SPI
422
Sutton Place Investors
New York
LWM
423
Lionshead Wealth Management
New York
RIM
424
Rockbridge Investment Management
New York
FFM
425
Flagstone Financial Management
Nebraska