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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
APG
426
Abacus Planning Group
South Carolina
$279K
BEAM
427
Baker Ellis Asset Management
Washington
$263K
SWA
428
Sax Wealth Advisors
New Jersey
$262K
AFGAS
429
Allegiance Financial Group Advisory Services
Virginia
$262K
E
430
Entelevest
Florida
$262K
OP
431
Oath Planning
Oklahoma
$253K
AWM
432
AE Wealth Management
Kansas
$248K
WMA
433
William Mack & Associates
Michigan
$247K
EF
434
Empowered Funds
Pennsylvania
$247K
SPA
435
Shore Point Advisors
New Jersey
$243K
SW
436
Simplicity Wealth
New Jersey
$242K
NWA
437
Northwest Wealth Advisors
Washington
$241K
APC
438
Aspire Private Capital
North Carolina
$240K
RWM
439
Rialto Wealth Management
New York
$237K
KRW
440
Kaufman Rossin Wealth
Florida
$236K
S
441
SignatureFD
Georgia
$236K
Wells Fargo
442
Wells Fargo
California
$234K
TFP
443
Tilia Fiduciary Partners
North Carolina
$229K
MWA
444
Mills Wealth Advisors
Texas
$226K
SPI
445
Sutton Place Investors
New York
$224K
PNC Financial Services Group
446
PNC Financial Services Group
Pennsylvania
$223K
RIM
447
Rockbridge Investment Management
New York
$222K
HC
448
Hurley Capital
New York
$219K
PTC
449
Private Trust Company
Ohio
$215K
GWA
450
Geometric Wealth Advisors
District of Columbia
$212K