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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
DWM
151
Dopkins Wealth Management
New York
$2.58M
FLPIM
152
F.L. Putnam Investment Management
Massachusetts
$2.57M
IWC
153
Integrated Wealth Concepts
Massachusetts
$2.53M
QFA
154
Quantum Financial Advisors
California
$2.5M
FS
155
Financial Symmetry
North Carolina
$2.47M
Jones Financial Companies
156
Jones Financial Companies
Missouri
$2.38M
C1AG
157
Client 1st Advisory Group
Florida
$2.35M
MWG
158
Martin Worley Group
Utah
$2.35M
VAG
159
Vannoy Advisory Group
Texas
$2.33M
BTI
160
Blue Trust Inc
Georgia
$2.31M
FFM
161
Forum Financial Management
Illinois
$2.29M
LFGO
162
Legacy Financial Group (Oklahoma)
Oklahoma
$2.2M
TH
163
Team Hewins
California
$2.19M
TWCA
164
Two West Capital Advisors
Kansas
$2.1M
CA
165
Clune & Associates
Illinois
$2.09M
VW
166
Vance Wealth
California
$2.09M
RCAG
167
Rehmann Capital Advisory Group
Michigan
$2.08M
AIM
168
Advyzon Investment Management
Illinois
$2.08M
Wealthfront Advisers
169
Wealthfront Advisers
California
$2.06M
LWM
170
LJI Wealth Management
Indiana
$2.06M
KWA
171
Kingswood Wealth Advisors
California
$2.04M
VFG
172
V2 Financial group
Illinois
$2M
OWA
173
Oak Wealth Advisors
Illinois
$1.92M
XPN
174
XY Planning Network
Montana
$1.91M
APW
175
Austin Private Wealth
Texas
$1.9M