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Dimensional US Small Cap Value ETF

549 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 63 funds opening new positions, 284 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
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
FFO
426
Fortitude Family Office
Arizona
$358K
AWM
427
Apollon Wealth Management
South Carolina
$354K
FFG
428
First Financial Group
North Carolina
$344K
CCA
429
Clarity Capital Advisors
Florida
$341K
SM
430
Sensible Money
Arizona
$340K
BHWM
431
Beaird Harris Wealth Management
Texas
$337K
KWA
432
Kondo Wealth Advisors
California
$334K
AFGAS
433
Allegiance Financial Group Advisory Services
Virginia
$333K
PCM
434
Passive Capital Management
Maryland
$330K
OC
435
Optima Capital
Oregon
$329K
FCM
436
Fortis Capital Management
Washington
$326K
AWM
437
AE Wealth Management
Kansas
$325K
FH
438
Financial Harvest
Florida
$317K
USCWA
439
U.S. Capital Wealth Advisors
Texas
$317K
TCM
440
Triumph Capital Management
Colorado
$315K
CWP
441
Concord Wealth Partners
Virginia
$313K
5NPW
442
55 North Private Wealth
Florida
$312K
PFS
443
Professional Financial Solutions
Virginia
$307K
HW
444
Hancock Whitney
Mississippi
$305K
NFP
445
Narus Financial Partners
Utah
$303K
BAM
446
Belleair Asset Management
Florida
$301K
DC
447
Davenport & Co
Virginia
$299K
SW
448
Simplicity Wealth
New Jersey
$299K
APG
449
Abacus Planning Group
South Carolina
$297K
EFG
450
Everest Financial Group
Minnesota
$289K