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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
TFP
451
Tilia Fiduciary Partners
North Carolina
$229K
MWA
452
Mills Wealth Advisors
Texas
$226K
SPI
453
Sutton Place Investors
New York
$224K
PNC Financial Services Group
454
PNC Financial Services Group
Pennsylvania
$223K
RIM
455
Rockbridge Investment Management
New York
$222K
HC
456
Hurley Capital
New York
$219K
PTC
457
Private Trust Company
Ohio
$215K
GWA
458
Geometric Wealth Advisors
District of Columbia
$212K
AFG
459
Altiora Financial Group
Ohio
$210K
GFPC
460
Global Financial Private Client
Florida
$207K
BIG
461
Brooklyn Investment Group
New York
$207K
PAG
462
Private Advisor Group
New Jersey
$203K
UB
463
UMB Bank
Missouri
$190K
GWM
464
Gilpin Wealth Management
Colorado
$186K
RG
465
RHL Group
Michigan
$163K
MFG
466
Mendota Financial Group
Wisconsin
$136K
LAM
467
LOM Asset Management
$135K
WP
468
WealthShield Partners
North Carolina
$130K
SRCM
469
Signature Resources Capital Management
California
$111K
GTAM
470
Global Trust Asset Management
Florida
$110K
GRP
471
Global Retirement Partners
California
$108K
OA
472
Operose Advisors
Wisconsin
$105K
VWA
473
VSM Wealth Advisory
Maryland
$88.9K
SWM
474
SHP Wealth Management
Massachusetts
$85.3K
GEA
475
Glen Eagle Advisors
New Jersey
$74K