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Dimensional US Small Cap Value ETF

522 hedge funds and large institutions have $5.03B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 267 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
D.E. Shaw & Co
426
D.E. Shaw & Co
New York
$295K
PFS
427
Professional Financial Solutions
Virginia
$284K
FFG
428
First Financial Group
North Carolina
$284K
TFP
429
Triune Financial Partners
Kansas
$283K
BAM
430
Belleair Asset Management
Florida
$282K
DC
431
Davenport & Co
Virginia
$281K
NFP
432
Narus Financial Partners
Utah
$280K
BFG
433
Berger Financial Group
Minnesota
$280K
APG
434
Abacus Planning Group
South Carolina
$279K
BEAM
435
Baker Ellis Asset Management
Washington
$263K
SWA
436
Sax Wealth Advisors
New Jersey
$262K
AFGAS
437
Allegiance Financial Group Advisory Services
Virginia
$262K
E
438
Entelevest
Florida
$262K
OP
439
Oath Planning
Oklahoma
$253K
AWM
440
AE Wealth Management
Kansas
$248K
WMA
441
William Mack & Associates
Michigan
$247K
EF
442
Empowered Funds
Pennsylvania
$247K
SPA
443
Shore Point Advisors
New Jersey
$243K
SW
444
Simplicity Wealth
New Jersey
$242K
NWA
445
Northwest Wealth Advisors
Washington
$241K
APC
446
Aspire Private Capital
North Carolina
$240K
RWM
447
Rialto Wealth Management
New York
$237K
KRW
448
Kaufman Rossin Wealth
Florida
$236K
S
449
SignatureFD
Georgia
$236K
Wells Fargo
450
Wells Fargo
California
$234K