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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
MGIA
126
Moneta Group Investment Advisors
Missouri
$7.13M
CFO
127
Collective Family Office
Pennsylvania
$7.08M
Jones Financial Companies
128
Jones Financial Companies
Missouri
$6.98M
SCA
129
Strathmore Capital Advisors
North Carolina
$6.84M
Stifel Financial
130
Stifel Financial
Missouri
$6.72M
FF
131
Foundry Financial
California
$6.71M
VPF
132
Vantage Point Financial
Illinois
$6.54M
PFA
133
Pillar Financial Advisors
Kentucky
$6.49M
HFA
134
Hippocratic Financial Advisors
California
$6.47M
LF
135
Lantz Financial
Illinois
$6.18M
AWA
136
Acorn Wealth Advisors
Michigan
$6.18M
PFM
137
Phillips Financial Management
Indiana
$6.17M
C1AG
138
Client 1st Advisory Group
Florida
$5.97M
XPN
139
XY Planning Network
Montana
$5.93M
BDWCC
140
B&D White Capital Company
Texas
$5.79M
CSW
141
Cogent Strategic Wealth
Illinois
$5.6M
ACP
142
Aviance Capital Partners
Florida
$5.57M
AIS
143
American Investment Services
Massachusetts
$5.43M
BH
144
Burk Holdings
Oklahoma
$5.37M
MAM
145
Marquette Asset Management
Minnesota
$5.36M
Goldman Sachs
146
Goldman Sachs
New York
$5.32M
P
147
&Partners
Tennessee
$5.26M
RCM
148
Richardson Capital Management
Wisconsin
$5.15M
KCWM
149
Kane Co Wealth Management
Iowa
$5.09M
FFM
150
Forum Financial Management
Illinois
$5.03M