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Dimensional US Small Cap Value ETF

516 hedge funds and large institutions have $5.02B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 265 increasing their positions, 123 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
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
TFP
426
Triune Financial Partners
Kansas
$283K
BAM
427
Belleair Asset Management
Florida
$282K
DC
428
Davenport & Co
Virginia
$281K
NFP
429
Narus Financial Partners
Utah
$280K
BFG
430
Berger Financial Group
Minnesota
$280K
APG
431
Abacus Planning Group
South Carolina
$279K
BEAM
432
Baker Ellis Asset Management
Washington
$263K
SWA
433
Sax Wealth Advisors
New Jersey
$262K
AFGAS
434
Allegiance Financial Group Advisory Services
Virginia
$262K
E
435
Entelevest
Florida
$262K
OP
436
Oath Planning
Oklahoma
$253K
AWM
437
AE Wealth Management
Kansas
$248K
WMA
438
William Mack & Associates
Michigan
$247K
EF
439
Empowered Funds
Pennsylvania
$247K
SPA
440
Shore Point Advisors
New Jersey
$243K
SW
441
Simplicity Wealth
New Jersey
$242K
NWA
442
Northwest Wealth Advisors
Washington
$241K
APC
443
Aspire Private Capital
North Carolina
$240K
RWM
444
Rialto Wealth Management
New York
$237K
KRW
445
Kaufman Rossin Wealth
Florida
$236K
S
446
SignatureFD
Georgia
$236K
Wells Fargo
447
Wells Fargo
California
$234K
TFP
448
Tilia Fiduciary Partners
North Carolina
$229K
MWA
449
Mills Wealth Advisors
Texas
$226K
SPI
450
Sutton Place Investors
New York
$224K