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Dimensional US Small Cap Value ETF

510 hedge funds and large institutions have $4.77B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 265 increasing their positions, 119 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
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
BHWM
501
Bay Harbor Wealth Management
Maryland
$6.8K
UBS Group
502
UBS Group
Switzerland
$6.58K
JWA
503
JFS Wealth Advisors
Pennsylvania
$5.1K
VCM
504
Versant Capital Management
Arizona
$4.54K
TAM
505
Tucker Asset Management
Colorado
$3.29K
SFG
506
Strive Financial Group
Indiana
$2.99K
CT
507
Colonial Trust
South Carolina
$2.53K
RDFA
508
Ritter Daniher Financial Advisory
Ohio
$500
BWL
509
Bogart Wealth LLC
Virginia
$99
MCA
510
Maryland Capital Advisors
Maryland
$99
M1FG
511
Mach-1 Financial Group
Arkansas
Kovitz Investment Group Partners
512
Kovitz Investment Group Partners
Illinois
MPCL
513
My Personal CFO LLC
Washington
IWC
514
Integrated Wealth Concepts
Massachusetts
Renaissance Technologies
515
Renaissance Technologies
New York
DAS
516
Dynamic Advisor Solutions
Arizona
AFP
517
Ausdal Financial Partners
Iowa
TF
518
Tandem Financial
Colorado
TSS
519
Two Sigma Securities
New York
XT
520
XTX Topco
Cayman Islands
MSFS
521
Main Street Financial Solutions
Pennsylvania
HF
522
HRT Financial
New York
ATPW
523
Ashton Thomas Private Wealth
Arizona
LFG
524
Larson Financial Group
Missouri
TCM
525
TruNorth Capital Management
Michigan