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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
AIS
126
American Investment Services
Massachusetts
$3.77M
QC
127
Quent Capital
New York
$3.67M
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$3.57M
DWS
129
Discipline Wealth Solutions
South Carolina
$3.56M
Financial Engines Advisors
130
Financial Engines Advisors
California
$3.55M
PL
131
Plancorp LLC
Missouri
$3.53M
B
132
BetterWealth
California
$3.42M
PFA
133
Pettinga Financial Advisors
Indiana
$3.38M
DI
134
Disciplined Investors
Texas
$3.29M
CCA
135
Cravens & Co Advisors
Tennessee
$3.29M
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$3.19M
BH
137
Burk Holdings
Oklahoma
$3.15M
ACP
138
Aviance Capital Partners
Florida
$3.13M
TIAM2
139
Tru Independence Asset Management 2
Oregon
$3.03M
Goldman Sachs
140
Goldman Sachs
New York
$3M
EK
141
Evensky & Katz
Florida
$2.9M
AA
142
Advisory Alpha
Michigan
$2.9M
LG
143
LAM Group
Oregon
$2.89M
MWM
144
Melfa Wealth Management
Massachusetts
$2.86M
Truist Financial
145
Truist Financial
North Carolina
$2.81M
HIGP
146
Hill Investment Group Partners
Missouri
$2.76M
SFG
147
SNS Financial Group
Minnesota
$2.7M
WHCI
148
W.H. Cornerstone Investments
Massachusetts
$2.66M
SHFA
149
SC&H Financial Advisors
Maryland
$2.65M
LFA
150
Level Financial Advisors
New York
$2.6M