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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
Betterment LLC
76
Betterment LLC
New York
$9.07M
PA
77
Pinnacle Associates
New York
$9.04M
PWMAG
78
Pinnacle Wealth Management Advisory Group
New Jersey
$9.04M
CPA
79
Cardiff Park Advisors
California
$8.74M
FAG
80
Financial Architects (Georgia)
Georgia
$8.69M
RFP
81
RCS Financial Planning
Maryland
$8.5M
TFO
82
Timonier Family Office
North Carolina
$8.49M
Mariner
83
Mariner
Kansas
$8.38M
AF
84
Advisornet Financial
Minnesota
$8.29M
FIM
85
Freedom Investment Management
Connecticut
$8.28M
AHL
86
Abel Hall LLC
Louisiana
$8.15M
KAS
87
Kestra Advisory Services
Texas
$8.03M
BAM
88
BOS Asset Management
Illinois
$7.73M
CWM
89
Cahill Wealth Management
Michigan
$7.72M
ACM
90
Aspen Capital Management
Idaho
$7.65M
APP
91
Avantax Planning Partners
Iowa
$7.64M
NWM
92
Navigoe Wealth Management
California
$7.63M
AFA
93
Avant Financial Advisors
Texas
$7.54M
YCG
94
Yeomans Consulting Group
Georgia
$7.43M
BCA
95
Ballentine Capital Advisors
South Carolina
$7.37M
LF
96
Lantz Financial
Illinois
$6.63M
SFP
97
Sterling Financial Planning
New Jersey
$6.56M
SIS
98
Strategic Investment Solutions
Illinois
$6.25M
Kovitz Investment Group Partners
99
Kovitz Investment Group Partners
Illinois
$6.12M
EWA
100
EQ Wealth Advisors
Texas
$6.06M