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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
BPA
101
Beacon Pointe Advisors
California
$6M
ME
102
McIlrath & Eck
Washington
$5.94M
FWMP
103
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$5.88M
KAM
104
KEB Asset Management
Illinois
$5.84M
PWM
105
PBMares Wealth Management
Virginia
$5.72M
TIM
106
Tortoise Investment Management
New York
$5.55M
Stifel Financial
107
Stifel Financial
Missouri
$5.48M
ACP
108
Aveo Capital Partners
Colorado
$5.39M
SC
109
Scratch Capital
Idaho
$5.33M
HFA
110
Hippocratic Financial Advisors
California
$4.9M
PFM
111
Phillips Financial Management
Indiana
$4.88M
FFA
112
Farther Finance Advisors
California
$4.79M
CF
113
Corrigan Financial
Rhode Island
$4.56M
AA
114
Ancora Advisors
Ohio
$4.48M
KW
115
Keyvantage Wealth
Pennsylvania
$4.46M
SC
116
Schoolcraft Capital
Colorado
$4.42M
VPF
117
Vantage Point Financial
Illinois
$4.31M
VPWA
118
Vestia Personal Wealth Advisors
Indiana
$4.22M
EFA
119
Efficient Frontier Advisors
Connecticut
$4.19M
PFA
120
Pillar Financial Advisors
Kentucky
$3.96M
PS
121
Pinney & Scofield
Massachusetts
$3.93M
GCA
122
Gradient Capital Advisors
California
$3.92M
SFM
123
Signet Financial Management
New Jersey
$3.92M
FA
124
Fermata Advisors
California
$3.82M
CFO
125
Collective Family Office
Pennsylvania
$3.77M