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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
PNC Financial Services Group
451
PNC Financial Services Group
Pennsylvania
$223K
RIM
452
Rockbridge Investment Management
New York
$222K
HC
453
Hurley Capital
New York
$219K
PTC
454
Private Trust Company
Ohio
$215K
GWA
455
Geometric Wealth Advisors
District of Columbia
$212K
AFG
456
Altiora Financial Group
Ohio
$210K
GFPC
457
Global Financial Private Client
Florida
$207K
BIG
458
Brooklyn Investment Group
New York
$207K
PAG
459
Private Advisor Group
New Jersey
$203K
UB
460
UMB Bank
Missouri
$190K
GWM
461
Gilpin Wealth Management
Colorado
$186K
RG
462
RHL Group
Michigan
$163K
MFG
463
Mendota Financial Group
Wisconsin
$136K
LAM
464
LOM Asset Management
$135K
WP
465
WealthShield Partners
North Carolina
$130K
SRCM
466
Signature Resources Capital Management
California
$111K
GTAM
467
Global Trust Asset Management
Florida
$110K
GRP
468
Global Retirement Partners
California
$108K
OA
469
Operose Advisors
Wisconsin
$105K
VWA
470
VSM Wealth Advisory
Maryland
$88.9K
SWM
471
SHP Wealth Management
Massachusetts
$85.3K
GEA
472
Glen Eagle Advisors
New Jersey
$74K
SA
473
Seneschal Advisors
Washington
$71.4K
HWA
474
HHM Wealth Advisors
Tennessee
$70.3K
DCM
475
Davidson Capital Management
Texas
$69.2K