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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
TFA
76
Tobias Financial Advisors
Florida
$13.6M
JP Morgan Chase
77
JP Morgan Chase
New York
$13.6M
FFA
78
Farther Finance Advisors
California
$13.4M
OA
79
Oceanside Advisors
South Carolina
$13.3M
FWMP
80
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$13.2M
GP
81
Greenline Partners
New York
$12.7M
CPA
82
Cardiff Park Advisors
California
$12.6M
SC
83
Scratch Capital
Idaho
$12.4M
PWMG
84
Private Wealth Management Group
New Jersey
$12.2M
Mariner
85
Mariner
Kansas
$12M
NWM
86
Navigoe Wealth Management
California
$11.7M
RA
87
RFG Advisory
Alabama
$11.6M
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$11.3M
KAM
89
KEB Asset Management
Illinois
$11.1M
Financial Engines Advisors
90
Financial Engines Advisors
California
$11M
PL
91
Plancorp LLC
Missouri
$10.8M
PA
92
Pinnacle Associates
New York
$10.8M
PWMAG
93
Pinnacle Wealth Management Advisory Group
New Jersey
$10.8M
AF
94
Advisornet Financial
Minnesota
$10.6M
KAS
95
Kestra Advisory Services
Texas
$10.6M
FAG
96
Financial Architects (Georgia)
Georgia
$10.6M
AHL
97
Abel Hall LLC
Louisiana
$10.5M
ME
98
McIlrath & Eck
Washington
$10.4M
BAM
99
BOS Asset Management
Illinois
$10.4M
AFA
100
Avant Financial Advisors
Texas
$10.4M