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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
LWM
201
LJI Wealth Management
Indiana
$2.58M
W
202
WorthPointe
California
$2.53M
RCAG
203
Rehmann Capital Advisory Group
Michigan
$2.49M
Wealthfront Advisers
204
Wealthfront Advisers
California
$2.47M
RGC
205
Roberts, Glore & Co
Illinois
$2.46M
LFGO
206
Legacy Financial Group (Oklahoma)
Oklahoma
$2.45M
SIS
207
Strategic Investment Solutions
Illinois
$2.44M
EK
208
Evensky & Katz
Florida
$2.39M
RWM
209
Ruedi Wealth Management
Illinois
$2.38M
BMWS
210
Brady Martz Wealth Solutions
North Dakota
$2.36M
KWA
211
Kingswood Wealth Advisors
California
$2.29M
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$2.24M
NSG
213
Nalls Sherbakoff Group
Tennessee
$2.18M
MCM
214
MAI Capital Management
Ohio
$2.17M
DWM
215
Dakota Wealth Management
Florida
$2.16M
EB
216
Emprise Bank
Kansas
$2.13M
QHA
217
Quarry Hill Advisors
Minnesota
$2.11M
TWD
218
True Wealth Design
Ohio
$2.07M
MFT
219
Moisand Fitzgerald Tamayo
Florida
$2.06M
FWP
220
Firethorn Wealth Partners
Georgia
$2.03M
ARA
221
Approach Retirement Advisors
Alabama
$2M
MWM
222
Meritas Wealth Management
California
$1.99M
MGW
223
MB Generational Wealth
Washington
$1.95M
SAG
224
SageView Advisory Group
California
$1.95M
AA
225
Aire Advisors
California
$1.93M