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Dimensional US Small Cap Value ETF

440 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, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
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
WPC
226
Wedmont Private Capital
Pennsylvania
$1.25M
IAG
227
Investmark Advisory Group
Connecticut
$1.25M
KSWWM
228
Keyes Stange & Wooten Wealth Management
Florida
$1.25M
GVAG
229
Great Valley Advisor Group
Delaware
$1.24M
Citigroup
230
Citigroup
New York
$1.23M
WCWM
231
Willow Creek Wealth Management
California
$1.21M
Wealthfront Advisers
232
Wealthfront Advisers
California
$1.18M
RWM
233
Rockwood Wealth Management
Pennsylvania
$1.18M
RWP
234
Revolve Wealth Partners
New Jersey
$1.18M
CPA
235
Capital Performance Advisors
California
$1.18M
TWP
236
Triad Wealth Partners
Kansas
$1.17M
PWIA
237
Porter White Investment Advisors
Alabama
$1.16M
CCC
238
Compass Capital Corp
Massachusetts
$1.13M
HWM
239
Heirloom Wealth Management
Colorado
$1.11M
CW
240
Curio Wealth
Maryland
$1.11M
CCM
241
Cloud Capital Management
Washington
$1.1M
PAM
242
Pacific Asset Management
Washington
$1.08M
FFG
243
Fiduciary Financial Group
California
$1.07M
CSPIA
244
Cary Street Partners Investment Advisory
Virginia
$1.07M
MBFW
245
Morton Brown Family Wealth
Pennsylvania
$1.07M
GOCP
246
Great Oak Capital Partners
Massachusetts
$1.04M
HWA
247
HMV Wealth Advisors
Louisiana
$1.03M
CFGA
248
Cambridge Financial Group (Arizona)
Arizona
$1.01M
OIM
249
Oder Investment Management
California
$1.01M
GJIA
250
Glass Jacobson Investment Advisors
Maryland
$1.01M