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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
NFP
426
Narus Financial Partners
Utah
$280K
BFG
427
Berger Financial Group
Minnesota
$280K
APG
428
Abacus Planning Group
South Carolina
$279K
BEAM
429
Baker Ellis Asset Management
Washington
$263K
SWA
430
Sax Wealth Advisors
New Jersey
$262K
AFGAS
431
Allegiance Financial Group Advisory Services
Virginia
$262K
E
432
Entelevest
Florida
$262K
OP
433
Oath Planning
Oklahoma
$253K
AWM
434
AE Wealth Management
Kansas
$248K
WMA
435
William Mack & Associates
Michigan
$247K
EF
436
Empowered Funds
Pennsylvania
$247K
SPA
437
Shore Point Advisors
New Jersey
$243K
SW
438
Simplicity Wealth
New Jersey
$242K
NWA
439
Northwest Wealth Advisors
Washington
$241K
APC
440
Aspire Private Capital
North Carolina
$240K
RWM
441
Rialto Wealth Management
New York
$237K
KRW
442
Kaufman Rossin Wealth
Florida
$236K
S
443
SignatureFD
Georgia
$236K
Wells Fargo
444
Wells Fargo
California
$234K
TFP
445
Tilia Fiduciary Partners
North Carolina
$229K
MWA
446
Mills Wealth Advisors
Texas
$226K
SPI
447
Sutton Place Investors
New York
$224K
PNC Financial Services Group
448
PNC Financial Services Group
Pennsylvania
$223K
RIM
449
Rockbridge Investment Management
New York
$222K
HC
450
Hurley Capital
New York
$219K