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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
RK
51
Rather & Kittrell
Tennessee
$14.6M
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$13.8M
CPIG
53
Chicago Partners Investment Group
Illinois
$13.6M
RA
54
RFG Advisory
Alabama
$13.5M
WWM
55
Waterway Wealth Management
Texas
$13.5M
KF
56
Krilogy Financial
Missouri
$13.2M
OIA
57
OneDigital Investment Advisors
Kansas
$12.7M
DPI
58
Diversified Portfolios Inc
Michigan
$12.5M
HighTower Advisors
59
HighTower Advisors
Illinois
$12.4M
PWS
60
Physician Wealth Solutions
Nevada
$12.4M
WDG
61
Wealth Dimensions Group
Ohio
$12.3M
WAN
62
Wealth Advisors Northwest
Oregon
$12.1M
AF
63
Allworth Financial
California
$12M
WDL
64
Well Done LLC
Michigan
$11.8M
TWP
65
Total Wealth Planning
Ohio
$11.5M
GFA
66
Grunden Financial Advisory
Texas
$11.5M
PWMG
67
Private Wealth Management Group
New Jersey
$11.2M
PWM
68
Perigon Wealth Management
California
$10.9M
OA
69
Oceanside Advisors
South Carolina
$10.7M
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$9.79M
CWD
71
Clarity Wealth Development
Oregon
$9.66M
TCOTS
72
Trust Company of the South
North Carolina
$9.57M
TFA
73
Tobias Financial Advisors
Florida
$9.3M
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$9.29M
PGFC
75
Peapack-Gladstone Financial Corp
New Jersey
$9.28M