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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
SMA
126
Seven Mile Advisory
New Jersey
$6.08M
HFA
127
Hippocratic Financial Advisors
California
$5.92M
PFA
128
Pillar Financial Advisors
Kentucky
$5.91M
PFM
129
Phillips Financial Management
Indiana
$5.89M
SCA
130
Strathmore Capital Advisors
North Carolina
$5.41M
Jones Financial Companies
131
Jones Financial Companies
Missouri
$5.17M
BDWCC
132
B&D White Capital Company
Texas
$5.17M
LF
133
Lantz Financial
Illinois
$5.15M
BH
134
Burk Holdings
Oklahoma
$5.06M
PFA
135
Pettinga Financial Advisors
Indiana
$5.05M
MAM
136
Marquette Asset Management
Minnesota
$5.03M
AWA
137
Acorn Wealth Advisors
Michigan
$5M
FF
138
Foundry Financial
California
$4.99M
AIS
139
American Investment Services
Massachusetts
$4.98M
TAWM
140
Three Arch Wealth Management
California
$4.85M
CCA
141
Cravens & Co Advisors
Tennessee
$4.7M
XPN
142
XY Planning Network
Montana
$4.64M
C1AG
143
Client 1st Advisory Group
Florida
$4.64M
FFM
144
Forum Financial Management
Illinois
$4.62M
FA
145
Fermata Advisors
California
$4.59M
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$4.56M
KCWM
147
Kane Co Wealth Management
Iowa
$4.52M
ACP
148
Aviance Capital Partners
Florida
$4.47M
HIGP
149
Hill Investment Group Partners
Missouri
$4.42M
P
150
&Partners
Tennessee
$4.39M