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Dimensional US Small Cap Value ETF

547 hedge funds and large institutions have $5.53B invested in Dimensional US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 283 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$98.8M
2 +$52.2M
3 +$32.2M
4
EWA
Exencial Wealth Advisors
Oklahoma
+$25.8M
5
Cerity Partners
Cerity Partners
New York
+$17.7M

Top Sellers

1 -$210M
2 -$10.3M
3 -$9.39M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.47M
5
SMA
Seven Mile Advisory
New Jersey
-$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
101
Parkwoods Wealth Partners
New York
$11.1M
BAM
102
BOS Asset Management
Illinois
$10.9M
WA
103
Waterford Advisors
New York
$10.6M
VPWA
104
Vestia Personal Wealth Advisors
Indiana
$10.6M
UBS AM
105
UBS AM
Illinois
$10.5M
RFP
106
RCS Financial Planning
Maryland
$10.4M
BCA
107
Ballentine Capital Advisors
South Carolina
$10.3M
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$10.2M
TIM
109
Tortoise Investment Management
New York
$10.2M
SFP
110
Sterling Financial Planning
New Jersey
$10.2M
FIM
111
Freedom Investment Management
Connecticut
$10.1M
ACM
112
Aspen Capital Management
Idaho
$9.82M
SWM
113
Sentinel Wealth Management
Virginia
$9.46M
CFG
114
CSP Financial Group
Arizona
$9.3M
TWA
115
TCI Wealth Advisors
Arizona
$9.19M
NWM
116
Navigate Wealth Management
Alabama
$8.69M
BCI
117
Brinker Capital Investments
Pennsylvania
$8.45M
MAM
118
McLean Asset Management
Virginia
$8.29M
AA
119
Advisory Alpha
Michigan
$7.83M
EWA
120
EQ Wealth Advisors
Texas
$7.82M
DWS
121
Discipline Wealth Solutions
South Carolina
$7.74M
AA
122
Ancora Advisors
Ohio
$7.57M
AFA
123
AA Financial Advisors
Ohio
$7.46M
PS
124
Pinney & Scofield
Massachusetts
$7.29M
GCA
125
Gradient Capital Advisors
California
$7.13M