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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
BFG
451
Berger Financial Group
Minnesota
$284K
TFP
452
Triune Financial Partners
Kansas
$282K
BIG
453
Brooklyn Investment Group
New York
$281K
AAP
454
Arax Advisory Partners
Colorado
$281K
OP
455
Oath Planning
Oklahoma
$269K
GPA
456
Garrison Point Advisors
California
$267K
SWA
457
Sax Wealth Advisors
New Jersey
$262K
SPA
458
Shore Point Advisors
New Jersey
$260K
E
459
Entelevest
Florida
$256K
KRW
460
Kaufman Rossin Wealth
Florida
$251K
APC
461
Aspire Private Capital
North Carolina
$245K
HC
462
Hurley Capital
New York
$245K
Wells Fargo
463
Wells Fargo
California
$241K
MWA
464
Mills Wealth Advisors
Texas
$240K
SPI
465
Sutton Place Investors
New York
$240K
PNC Financial Services Group
466
PNC Financial Services Group
Pennsylvania
$237K
RWM
467
Rialto Wealth Management
New York
$237K
RIM
468
Rockbridge Investment Management
New York
$236K
PTC
469
Private Trust Company
Ohio
$229K
TFP
470
Tilia Fiduciary Partners
North Carolina
$227K
GWA
471
Geometric Wealth Advisors
District of Columbia
$226K
FA
472
Forefront Analytics
Pennsylvania
$222K
AFG
473
Atomi Financial Group
New York
$216K
SIM
474
Studio Investment Management
Illinois
$214K
HWMT
475
Heritage Wealth Management (Texas)
Texas
$213K