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