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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
BCI
101
Brinker Capital Investments
Pennsylvania
$10.1M
FIM
102
Freedom Investment Management
Connecticut
$10.1M
WA
103
Waterford Advisors
New York
$10.1M
VPWA
104
Vestia Personal Wealth Advisors
Indiana
$9.94M
RFP
105
RCS Financial Planning
Maryland
$9.65M
BCA
106
Ballentine Capital Advisors
South Carolina
$9.48M
SFP
107
Sterling Financial Planning
New Jersey
$9.43M
Two Sigma Investments
108
Two Sigma Investments
New York
$9.39M
MML Investors Services
109
MML Investors Services
Massachusetts
$9.29M
TIM
110
Tortoise Investment Management
New York
$9.2M
ACM
111
Aspen Capital Management
Idaho
$9.09M
TWA
112
TCI Wealth Advisors
Arizona
$8.56M
SWM
113
Sentinel Wealth Management
Virginia
$8.4M
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$7.78M
EWA
115
EQ Wealth Advisors
Texas
$7.29M
MAM
116
McLean Asset Management
Virginia
$7.01M
PWP
117
Parkwoods Wealth Partners
New York
$6.83M
CFO
118
Collective Family Office
Pennsylvania
$6.69M
GCA
119
Gradient Capital Advisors
California
$6.5M
AA
120
Ancora Advisors
Ohio
$6.46M
PS
121
Pinney & Scofield
Massachusetts
$6.44M
MGIA
122
Moneta Group Investment Advisors
Missouri
$6.4M
Stifel Financial
123
Stifel Financial
Missouri
$6.38M
VPF
124
Vantage Point Financial
Illinois
$6.2M
DWS
125
Discipline Wealth Solutions
South Carolina
$6.16M