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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
MFWP
26
Mosaic Family Wealth Partners
Missouri
$35M
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$34.7M
LEFP
28
Leading Edge Financial Planning
Tennessee
$34M
SCM
29
Stordahl Capital Management
Colorado
$31.9M
EFP
30
Elser Financial Planning
Indiana
$31.8M
SWM
31
Seaside Wealth Management
California
$31.6M
UWM
32
United Wealth Management
Virginia
$31.5M
JTWM
33
Jackson Thornton Wealth Management
Alabama
$30.8M
AF
34
Allworth Financial
California
$30.5M
HI
35
Harbour Investments
Wisconsin
$30.4M
IAS
36
Integrity Advisory Solutions
Texas
$30.3M
Northern Trust
37
Northern Trust
Illinois
$29.7M
VBA
38
von Borstel & Associates
Oregon
$29.1M
BPA
39
Beacon Pointe Advisors
California
$28.6M
HighTower Advisors
40
HighTower Advisors
Illinois
$27.6M
Osaic Holdings
41
Osaic Holdings
Arizona
$27.4M
HWM
42
Hassell Wealth Management
Louisiana
$26.7M
SFA
43
Sequoia Financial Advisors
Ohio
$25.7M
IA
44
Integrity Alliance
Iowa
$24.7M
ZF
45
Zhang Financial
Michigan
$24.6M
DPI
46
Diversified Portfolios Inc
Michigan
$24.4M
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$24.3M
RK
48
Rather & Kittrell
Tennessee
$24.2M
PAS
49
Park Avenue Securities
New York
$23.7M
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$23.6M