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Dimensional US Small Cap Value ETF

547 hedge funds and large institutions have $5.53B invested in Dimensional US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 283 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$98.8M
2 +$52.2M
3 +$32.2M
4
EWA
Exencial Wealth Advisors
Oklahoma
+$25.8M
5
Cerity Partners
Cerity Partners
New York
+$17.7M

Top Sellers

1 -$210M
2 -$10.3M
3 -$9.39M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.47M
5
SMA
Seven Mile Advisory
New Jersey
-$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
201
Pettinga Financial Advisors
Indiana
$3.01M
WAP
202
Wealthcare Advisory Partners
Pennsylvania
$3M
OWA
203
Oak Wealth Advisors
Illinois
$2.99M
AA
204
Alpha Advisors
Virginia
$2.94M
VAG
205
Vannoy Advisory Group
Texas
$2.94M
Wealthfront Advisers
206
Wealthfront Advisers
California
$2.92M
NWM
207
Northwest Wealth Management
Iowa
$2.91M
KWA
208
Kingswood Wealth Advisors
California
$2.88M
Citigroup
209
Citigroup
New York
$2.88M
SA
210
Sanctuary Advisors
Indiana
$2.86M
DWM
211
Dakota Wealth Management
Florida
$2.83M
RIP
212
RAM Investment Partners
Washington
$2.83M
W
213
WorthPointe
California
$2.72M
RCAG
214
Rehmann Capital Advisory Group
Michigan
$2.72M
SIS
215
Strategic Investment Solutions
Illinois
$2.69M
SAI
216
Savvy Advisors Inc
New York
$2.66M
Truist Financial
217
Truist Financial
North Carolina
$2.64M
RGC
218
Roberts, Glore & Co
Illinois
$2.6M
LFGO
219
Legacy Financial Group (Oklahoma)
Oklahoma
$2.6M
BMWS
220
Brady Martz Wealth Solutions
North Dakota
$2.55M
Mercer Global Advisors
221
Mercer Global Advisors
Colorado
$2.54M
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$2.54M
RWM
223
Ruedi Wealth Management
Illinois
$2.54M
DWM
224
Daner Wealth Management
Georgia
$2.52M
EB
225
Emprise Bank
Kansas
$2.47M