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