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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
SIC
526
SJS Investment Consulting
Ohio
$26.3K
HFS
527
Horizon Financial Services
North Carolina
$26.1K
KFG
528
Kingdom Financial Group
Arizona
$24K
LAS
529
Lloyd Advisory Services
Georgia
$24K
PA
530
Parallel Advisors
California
$23.8K
FCG
531
Financial Connections Group
California
$20K
VWM
532
Vermillion Wealth Management
Minnesota
$18.9K
FDCDDQ
533
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K
SS
534
Sunbelt Securities
Texas
$14.5K
VAI
535
Vanguard Advisers Inc
Pennsylvania
$13.9K
ACA
536
Aptus Capital Advisors
Alabama
$12.9K
GWANC
537
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.9K
DCM
538
Dorato Capital Management
Colorado
$12.4K
GCM
539
Gables Capital Management
Florida
$10.1K
BHWM
540
Bay Harbor Wealth Management
Maryland
$7.27K
VCM
541
Versant Capital Management
Arizona
$7.18K
JWA
542
JFS Wealth Advisors
Pennsylvania
$5.43K
SFG
543
Strive Financial Group
Indiana
$3K
CT
544
Colonial Trust
South Carolina
$2.7K
Simplex Trading
545
Simplex Trading
Illinois
$770
RDFA
546
Ritter Daniher Financial Advisory
Ohio
$746
BWL
547
Bogart Wealth LLC
Virginia
$105
Two Sigma Investments
548
Two Sigma Investments
New York
SMA
549
Seven Mile Advisory
New Jersey
MWM
550
McMill Wealth Management
Nebraska