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Dimensional US Small Cap Value ETF

442 hedge funds and large institutions have $3.66B invested in Dimensional US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 256 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
54
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
CL
226
CSS LLC
Illinois
$1.26M
WPC
227
Wedmont Private Capital
Pennsylvania
$1.25M
IAG
228
Investmark Advisory Group
Connecticut
$1.25M
KSWWM
229
Keyes Stange & Wooten Wealth Management
Florida
$1.25M
GVAG
230
Great Valley Advisor Group
Delaware
$1.24M
Citigroup
231
Citigroup
New York
$1.23M
WCWM
232
Willow Creek Wealth Management
California
$1.21M
Wealthfront Advisers
233
Wealthfront Advisers
California
$1.18M
RWM
234
Rockwood Wealth Management
Pennsylvania
$1.18M
RWP
235
Revolve Wealth Partners
New Jersey
$1.18M
CPA
236
Capital Performance Advisors
California
$1.18M
TWP
237
Triad Wealth Partners
Kansas
$1.17M
PWIA
238
Porter White Investment Advisors
Alabama
$1.16M
CCC
239
Compass Capital Corp
Massachusetts
$1.13M
HWM
240
Heirloom Wealth Management
Colorado
$1.11M
CW
241
Curio Wealth
Maryland
$1.11M
CCM
242
Cloud Capital Management
Washington
$1.1M
PAM
243
Pacific Asset Management
Washington
$1.08M
FFG
244
Fiduciary Financial Group
California
$1.07M
CSPIA
245
Cary Street Partners Investment Advisory
Virginia
$1.07M
MBFW
246
Morton Brown Family Wealth
Pennsylvania
$1.07M
GOCP
247
Great Oak Capital Partners
Massachusetts
$1.04M
HWA
248
HMV Wealth Advisors
Louisiana
$1.03M
CFGA
249
Cambridge Financial Group (Arizona)
Arizona
$1.01M
OIM
250
Oder Investment Management
California
$1.01M