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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
W
201
WorthPointe
California
$2.53M
Wealthfront Advisers
202
Wealthfront Advisers
California
$2.47M
RGC
203
Roberts, Glore & Co
Illinois
$2.46M
LFGO
204
Legacy Financial Group (Oklahoma)
Oklahoma
$2.45M
EK
205
Evensky & Katz
Florida
$2.39M
RWM
206
Ruedi Wealth Management
Illinois
$2.38M
BMWS
207
Brady Martz Wealth Solutions
North Dakota
$2.36M
KWA
208
Kingswood Wealth Advisors
California
$2.29M
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$2.24M
MCM
210
MAI Capital Management
Ohio
$2.17M
DWM
211
Dakota Wealth Management
Florida
$2.16M
EB
212
Emprise Bank
Kansas
$2.13M
QHA
213
Quarry Hill Advisors
Minnesota
$2.11M
TWD
214
True Wealth Design
Ohio
$2.07M
MFT
215
Moisand Fitzgerald Tamayo
Florida
$2.06M
FWP
216
Firethorn Wealth Partners
Georgia
$2.03M
ARA
217
Approach Retirement Advisors
Alabama
$2M
MWM
218
Meritas Wealth Management
California
$1.99M
MGW
219
MB Generational Wealth
Washington
$1.95M
SAG
220
SageView Advisory Group
California
$1.95M
AA
221
Aire Advisors
California
$1.93M
GPWM
222
Grant Private Wealth Management
California
$1.89M
TCRG
223
Twin Cities Retirement Group
Minnesota
$1.89M
Citigroup
224
Citigroup
New York
$1.85M
MWM
225
Mission Wealth Management
California
$1.81M