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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
B
176
BetterWealth
California
$3.3M
LG
177
LAM Group
Oregon
$3.26M
BW
178
BIP Wealth
Georgia
$3.23M
SC
179
Schubert & Co
Texas
$3.23M
SIMC
180
Squire Investment Management Company
Utah
$3.2M
BTI
181
Blue Trust Inc
Georgia
$3.17M
TP
182
Trailhead Planners
Minnesota
$3.06M
MWM
183
Madrid Wealth Management
New Mexico
$3.04M
TWCA
184
Two West Capital Advisors
Kansas
$3.02M
GCM
185
Gibraltar Capital Management
Oklahoma
$3.02M
FNBT
186
FineMark National Bank & Trust
Florida
$3.01M
AUB
187
Atlantic Union Bankshares
Virginia
$3.01M
TIAM2
188
Tru Independence Asset Management 2
Oregon
$3M
NL
189
NKCFO LLC
Illinois
$2.91M
Truist Financial
190
Truist Financial
North Carolina
$2.91M
SFG
191
SNS Financial Group
Minnesota
$2.89M
OWA
192
Oak Wealth Advisors
Illinois
$2.88M
VW
193
Vance Wealth
California
$2.85M
BEW
194
Burton Enright Welch
California
$2.85M
VAG
195
Vannoy Advisory Group
Texas
$2.8M
AA
196
Alpha Advisors
Virginia
$2.7M
BAM
197
Bayshore Asset Management
Florida
$2.7M
NWM
198
Northwest Wealth Management
Iowa
$2.62M
SA
199
Sanctuary Advisors
Indiana
$2.61M
LWM
200
LJI Wealth Management
Indiana
$2.58M