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Dimensional US Small Cap Value ETF

512 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 84 funds opening new positions, 265 increasing their positions, 120 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
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
PTC
451
Private Trust Company
Ohio
$215K
GWA
452
Geometric Wealth Advisors
District of Columbia
$212K
AFG
453
Altiora Financial Group
Ohio
$210K
GFPC
454
Global Financial Private Client
Florida
$207K
BIG
455
Brooklyn Investment Group
New York
$207K
PAG
456
Private Advisor Group
New Jersey
$203K
UB
457
UMB Bank
Missouri
$190K
GWM
458
Gilpin Wealth Management
Colorado
$186K
RG
459
RHL Group
Michigan
$163K
MFG
460
Mendota Financial Group
Wisconsin
$136K
LAM
461
LOM Asset Management
$135K
WP
462
WealthShield Partners
North Carolina
$130K
SRCM
463
Signature Resources Capital Management
California
$111K
GTAM
464
Global Trust Asset Management
Florida
$110K
GRP
465
Global Retirement Partners
California
$108K
OA
466
Operose Advisors
Wisconsin
$105K
VWA
467
VSM Wealth Advisory
Maryland
$88.9K
GEA
468
Glen Eagle Advisors
New Jersey
$74K
SA
469
Seneschal Advisors
Washington
$71.4K
HWA
470
HHM Wealth Advisors
Tennessee
$70.3K
DCM
471
Davidson Capital Management
Texas
$69.2K
TLA
472
Tanglewood Legacy Advisors
Texas
$66.9K
MEG
473
Millstone Evans Group
Colorado
$65.6K
CA
474
CoreCap Advisors
Michigan
$64K
RCM
475
Richardson Capital Management
Wisconsin
$63.4K