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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
PWIA
201
Porter White Investment Advisors
Alabama
$1.41M
WPA
202
Wealth Preservation Advisors
Tennessee
$1.34M
IAG
203
Investmark Advisory Group
Connecticut
$1.33M
LCM
204
Liberty Capital Management
Michigan
$1.29M
GM
205
GeoWealth Management
Illinois
$1.24M
AWA
206
Acorn Wealth Advisors
Michigan
$1.24M
GSF
207
Grove Street Fiduciary
New Hampshire
$1.23M
Citigroup
208
Citigroup
New York
$1.22M
HWA
209
HMV Wealth Advisors
Louisiana
$1.2M
PWM
210
Parkworth Wealth Management
California
$1.16M
MA
211
Mutual Advisors
Nebraska
$1.15M
CFGA
212
Cambridge Financial Group (Arizona)
Arizona
$1.15M
MSF
213
Mustard Seed Financial
Arkansas
$1.13M
CW
214
Curio Wealth
Maryland
$1.12M
HA
215
HFG Advisors
Ohio
$1.11M
MWM
216
Meritas Wealth Management
California
$1.11M
CAM
217
CPA Asset Management
Florida
$1.08M
MML Investors Services
218
MML Investors Services
Massachusetts
$1.07M
AFG
219
ABLE Financial Group
Arizona
$1.03M
PAM
220
Pacific Asset Management
Washington
$1M
QWM
221
Quadcap Wealth Management
Texas
$1M
HWM
222
Heirloom Wealth Management
Colorado
$991K
OIM
223
Oder Investment Management
California
$976K
AA
224
Aire Advisors
California
$968K
CCC
225
Compass Capital Corp
Massachusetts
$942K