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Dimensional US Small Cap Value ETF

549 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 63 funds opening new positions, 284 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
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
SIM
476
Studio Investment Management
Illinois
$214K
HWMT
477
Heritage Wealth Management (Texas)
Texas
$213K
NWA
478
Northwest Wealth Advisors
Washington
$213K
PCI
479
Planning Center Inc
Illinois
$212K
SDWIA
480
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$212K
BFA
481
Beacon Financial Advisory
Ohio
$209K
Tudor Investment Corp
482
Tudor Investment Corp
Connecticut
$208K
CGPCS
483
Capital Group Private Client Services
California
$207K
CFA
484
Cahill Financial Advisors
Minnesota
$202K
UB
485
UMB Bank
Missouri
$202K
MOS
486
MGO One Seven
Ohio
$201K
GWM
487
Gilpin Wealth Management
Colorado
$198K
RG
488
RHL Group
Michigan
$184K
GSEP
489
Golden State Equity Partners
California
$170K
LAM
490
LOM Asset Management
$144K
IA
491
IFG Advisory
Georgia
$142K
WP
492
WealthShield Partners
North Carolina
$139K
OA
493
Operose Advisors
Wisconsin
$139K
1CP
494
1015 Capital Partners
Pennsylvania
$126K
CA
495
CoreCap Advisors
Michigan
$125K
GTAM
496
Global Trust Asset Management
Florida
$117K
SRCM
497
Signature Resources Capital Management
California
$115K
CFB
498
Cullen/Frost Bankers
Texas
$112K
AWM
499
Angeles Wealth Management
California
$102K
AT
500
Arlington Trust
Alabama
$98.6K