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Dimensional US Small Cap Value ETF

547 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 62 funds opening new positions, 283 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
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
EP
401
Essential Planning
New Hampshire
$507K
PIFP
402
Partners in Financial Planning
Virginia
$503K
CPWM
403
Cypress Point Wealth Management
Texas
$496K
SWM
404
Selective Wealth Management
Virginia
$488K
CWM
405
Capstone Wealth Management
Montana
$475K
PAG
406
Private Advisor Group
New Jersey
$474K
SWM
407
Silverlake Wealth Management
Vermont
$469K
VAMG
408
Voisard Asset Management Group
Michigan
$467K
YWM
409
Yardley Wealth Management
Pennsylvania
$440K
WRPWM
410
Werba Rubin Papier Wealth Management
California
$437K
LFS
411
Lutz Financial Services
Nebraska
$431K
AIM
412
Acropolis Investment Management
Missouri
$428K
ACP
413
Argyle Capital Partners
California
$405K
THL
414
Tillman Hartley LLC
Colorado
$403K
AWM
415
Austin Wealth Management
Texas
$402K
IWC
416
Infinity Wealth Counsel
Ohio
$395K
FC
417
Family CFO
California
$393K
EWA
418
Elevate Wealth Advisory
Georgia
$389K
FF
419
Frankly Finances
Florida
$382K
BAM
420
Belpointe Asset Management
Nevada
$380K
FCA
421
Fortis Capital Advisors
Kansas
$380K
LKBC
422
L.K. Benson & Company
Maryland
$379K
TI
423
tru Independence
Oregon
$368K
AWA
424
Arkadios Wealth Advisors
Georgia
$365K
FFO
425
Fortitude Family Office
Arizona
$358K