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Dimensional US Small Cap Value ETF

522 hedge funds and large institutions have $5.03B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 267 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
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
PIFP
401
Partners in Financial Planning
Virginia
$413K
WRPWM
402
Werba Rubin Papier Wealth Management
California
$409K
LFS
403
Lutz Financial Services
Nebraska
$398K
ACP
404
Argyle Capital Partners
California
$372K
FC
405
Family CFO
California
$369K
EWA
406
Elevate Wealth Advisory
Georgia
$362K
FF
407
Frankly Finances
Florida
$359K
PWM
408
Platform Wealth Management
Utah
$357K
AIM
409
Acropolis Investment Management
Missouri
$356K
TCM
410
Triumph Capital Management
Colorado
$352K
LCM
411
Liberty Capital Management
Michigan
$347K
TI
412
tru Independence
Oregon
$346K
IWC
413
Infinity Wealth Counsel
Ohio
$345K
FFO
414
Fortitude Family Office
Arizona
$336K
AWA
415
Arkadios Wealth Advisors
Georgia
$330K
AWM
416
Apollon Wealth Management
South Carolina
$330K
BCA
417
Bay Colony Advisors
Massachusetts
$327K
CCA
418
Clarity Capital Advisors
Florida
$319K
USCWA
419
U.S. Capital Wealth Advisors
Texas
$319K
BHWM
420
Beaird Harris Wealth Management
Texas
$315K
KWA
421
Kondo Wealth Advisors
California
$313K
OC
422
Optima Capital
Oregon
$309K
TSWM
423
Triangle Securities Wealth Management
North Carolina
$306K
FCM
424
Fortis Capital Management
Washington
$302K
FH
425
Financial Harvest
Florida
$298K