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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
TWD
176
True Wealth Design
Ohio
$1.89M
GPWM
177
Grant Private Wealth Management
California
$1.85M
FWP
178
Firethorn Wealth Partners
Georgia
$1.82M
Citadel Advisors
179
Citadel Advisors
Florida
$1.8M
MWM
180
Mattern Wealth Management
Kansas
$1.79M
MCM
181
MAI Capital Management
Ohio
$1.79M
NWM
182
Northwest Wealth Management
Iowa
$1.77M
RGC
183
Roberts, Glore & Co
Illinois
$1.77M
Renaissance Technologies
184
Renaissance Technologies
New York
$1.77M
AWM
185
Aegis Wealth Management
Maryland
$1.67M
SSB
186
Sandy Spring Bank
Maryland
$1.66M
AFG
187
Altiora Financial Group
Ohio
$1.65M
MFT
188
Moisand Fitzgerald Tamayo
Florida
$1.63M
SAG
189
SageView Advisory Group
California
$1.6M
GCM
190
Gibraltar Capital Management
Oklahoma
$1.57M
HWM
191
Hemington Wealth Management
Virginia
$1.56M
UBS Group
192
UBS Group
Switzerland
$1.51M
MWM
193
McMill Wealth Management
Nebraska
$1.51M
OPS
194
Orion Portfolio Solutions
Nebraska
$1.49M
BCI
195
Brinker Capital Investments
Pennsylvania
$1.49M
MWA
196
Monograph Wealth Advisors
California
$1.46M
SC
197
Schubert & Co
Texas
$1.46M
GAM
198
Gemmer Asset Management
California
$1.46M
FNBT
199
FineMark National Bank & Trust
Florida
$1.46M
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$1.42M