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Dimensional US Small Cap Value ETF

510 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 83 funds opening new positions, 265 increasing their positions, 119 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
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
AIM
401
Acropolis Investment Management
Missouri
$356K
TCM
402
Triumph Capital Management
Colorado
$352K
LCM
403
Liberty Capital Management
Michigan
$347K
TI
404
tru Independence
Oregon
$346K
IWC
405
Infinity Wealth Counsel
Ohio
$345K
FFO
406
Fortitude Family Office
Arizona
$336K
AWA
407
Arkadios Wealth Advisors
Georgia
$330K
AWM
408
Apollon Wealth Management
South Carolina
$330K
BCA
409
Bay Colony Advisors
Massachusetts
$327K
CCA
410
Clarity Capital Advisors
Florida
$319K
USCWA
411
U.S. Capital Wealth Advisors
Texas
$319K
BHWM
412
Beaird Harris Wealth Management
Texas
$315K
KWA
413
Kondo Wealth Advisors
California
$313K
OC
414
Optima Capital
Oregon
$309K
TSWM
415
Triangle Securities Wealth Management
North Carolina
$306K
FCM
416
Fortis Capital Management
Washington
$302K
FH
417
Financial Harvest
Florida
$298K
D.E. Shaw & Co
418
D.E. Shaw & Co
New York
$295K
PFS
419
Professional Financial Solutions
Virginia
$284K
FFG
420
First Financial Group
North Carolina
$284K
TFP
421
Triune Financial Partners
Kansas
$283K
BAM
422
Belleair Asset Management
Florida
$282K
DC
423
Davenport & Co
Virginia
$281K
NFP
424
Narus Financial Partners
Utah
$280K
BFG
425
Berger Financial Group
Minnesota
$280K