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Dimensional US Small Cap Value ETF

439 hedge funds and large institutions have $3.65B invested in Dimensional US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 254 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+30
Holders Change %
+7.33%
% of All Funds
5.89%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.72%
New
63
Increased
254
Reduced
94
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WPC
226
Wedmont Private Capital
Pennsylvania
$1.25M +$653K +21,177 +109%
IAG
227
Investmark Advisory Group
Connecticut
$1.25M -$143K -4,868 -10%
KSWWM
228
Keyes Stange & Wooten Wealth Management
Florida
$1.25M +$733K +24,893 +143%
GVAG
229
Great Valley Advisor Group
Delaware
$1.24M +$694K +23,581 +127%
Citigroup
230
Citigroup
New York
$1.23M -$37.5K -1,275 -3%
WCWM
231
Willow Creek Wealth Management
California
$1.21M +$765K +25,998 +170%
Wealthfront Advisers
232
Wealthfront Advisers
California
$1.18M -$972K -33,040 -45%
RWM
233
Rockwood Wealth Management
Pennsylvania
$1.18M +$210K +7,123 +22%
RWP
234
Revolve Wealth Partners
New Jersey
$1.18M +$525K +17,823 +80%
CPA
235
Capital Performance Advisors
California
$1.18M +$314K +10,679 +36%
TWP
236
Triad Wealth Partners
Kansas
$1.17M +$578K +19,645 +98%
PWIA
237
Porter White Investment Advisors
Alabama
$1.16M -$312K -10,585 -21%
CCC
238
Compass Capital Corp
Massachusetts
$1.13M +$3.39K +114 +0.3%
HWM
239
Heirloom Wealth Management
Colorado
$1.11M +$76K +2,581 +7%
CW
240
Curio Wealth
Maryland
$1.11M +$1.11M +37,550 +110,441%
CCM
241
Cloud Capital Management
Washington
$1.1M +$807K +27,261 +276%
PAM
242
Pacific Asset Management
Washington
$1.08M +$25.9K +880 +2%
FFG
243
Fiduciary Financial Group
California
$1.07M -$9.69K -321 -0.9%
CSPIA
244
Cary Street Partners Investment Advisory
Virginia
$1.07M +$777K +26,403 +269%
MBFW
245
Morton Brown Family Wealth
Pennsylvania
$1.07M +$1.05M +35,580 +5,785%
GOCP
246
Great Oak Capital Partners
Massachusetts
$1.04M +$323K +10,473 +45%
HWA
247
HMV Wealth Advisors
Louisiana
$1.03M -$232K -7,900 -18%
OIM
248
Oder Investment Management
California
$1.01M -$13.2K -449 -1%
GJIA
249
Glass Jacobson Investment Advisors
Maryland
$1.01M +$116K +3,936 +13%
DT
250
Diversified Trust
Tennessee
$978K