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Dimensional US Small Cap Value ETF

516 hedge funds and large institutions have $5.02B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 265 increasing their positions, 123 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
P
151
&Partners
Tennessee
$4.39M
SC
152
Schoolcraft Capital
Colorado
$4.38M
MWM
153
McMill Wealth Management
Nebraska
$4.36M
AA
154
Advisory Alpha
Michigan
$4.2M
QFA
155
Quantum Financial Advisors
California
$4.16M
LFA
156
Level Financial Advisors
New York
$4.14M
VFG
157
V2 Financial group
Illinois
$4.06M
SWGC
158
Summit Wealth Group (Colorado)
Colorado
$4.05M
SFM
159
Signet Financial Management
New Jersey
$4.03M
DI
160
Disciplined Investors
Texas
$4.01M
SWG
161
Summit Wealth Group
Vermont
$3.93M
MWM
162
Melfa Wealth Management
Massachusetts
$3.92M
QC
163
Quent Capital
New York
$3.89M
QLSGSCF
164
Quent Long Short Global Small Cap Fund
New York
$3.89M
ICMP
165
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.84M
WHCI
166
W.H. Cornerstone Investments
Massachusetts
$3.67M
AFG
167
ABLE Financial Group
Arizona
$3.66M
FS
168
Financial Symmetry
North Carolina
$3.59M
CL
169
CSS LLC
Illinois
$3.59M
AIM
170
Advyzon Investment Management
Illinois
$3.56M
CA
171
Clune & Associates
Illinois
$3.47M
TH
172
Team Hewins
California
$3.46M
W
173
WealthCollab
Washington
$3.45M
EWA
174
EverSource Wealth Advisors
Alabama
$3.42M
IA
175
IFG Advisory
Georgia
$3.34M