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Dimensional US Small Cap Value ETF

410 hedge funds and large institutions have $3.27B invested in Dimensional US Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 238 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $3.26B → $3.27B (+$17.8M)

0.53% more ownership

Funds ownership: 78.87%79.4% (+0.53%)

9% less funds holding in top 10

Funds holding in top 10: 5651 (-5)

Holders
410
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$301K
Puts
$155K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$26.4M
Cerity Partners
27
Cerity Partners
New York
$26.3M
MFWP
28
Mosaic Family Wealth Partners
Missouri
$26.1M
Osaic Holdings
29
Osaic Holdings
Arizona
$25.4M
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$25.3M
EAM
31
Evanson Asset Management
California
$25.2M
NA
32
NewEdge Advisors
Louisiana
$24.8M
SCM
33
Stordahl Capital Management
Colorado
$24.6M
EFN
34
Equita Financial Network
Pennsylvania
$24.5M
JTWM
35
Jackson Thornton Wealth Management
Alabama
$22.9M
UWM
36
United Wealth Management
Virginia
$22.7M
SWM
37
Seaside Wealth Management
California
$22.2M
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$22.1M
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$21.2M
SIAG
40
Safeguard Investment Advisory Group
California
$21.1M
Creative Planning
41
Creative Planning
Kansas
$21.1M
JC
42
Jentner Corp
Ohio
$21.1M
LEFP
43
Leading Edge Financial Planning
Tennessee
$21M
VBA
44
von Borstel & Associates
Oregon
$20.4M
ZF
45
Zhang Financial
Michigan
$19.6M
HWM
46
Hassell Wealth Management
Louisiana
$17.5M
RS
47
Retirement Solution
Washington
$17.4M
IA
48
Integrity Alliance
Iowa
$16.7M
IWM
49
Integris Wealth Management
California
$15.8M
AFA
50
Alpha Financial Advisors
North Carolina
$14.7M