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Dimensional US Small Cap Value ETF

457 hedge funds and large institutions have $4.18B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 249 increasing their positions, 114 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
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
WWM
226
Waterway Wealth Management
Texas
$1.5M
BW
227
BIP Wealth
Georgia
$1.5M
GAM
228
Gemmer Asset Management
California
$1.49M
RWM
229
Rockwood Wealth Management
Pennsylvania
$1.49M
AAM
230
Austin Asset Management
Texas
$1.47M
Citigroup
231
Citigroup
New York
$1.46M
MA
232
Mutual Advisors
Nebraska
$1.45M
HA
233
HFG Advisors
Ohio
$1.43M
CW
234
CreativeOne Wealth
Kansas
$1.43M
Renaissance Technologies
235
Renaissance Technologies
New York
$1.41M
CAM
236
CPA Asset Management
Florida
$1.4M
TWP
237
Triad Wealth Partners
Kansas
$1.4M
IAG
238
Investmark Advisory Group
Connecticut
$1.37M
GSF
239
Grove Street Fiduciary
New Hampshire
$1.37M
KSWWM
240
Keyes Stange & Wooten Wealth Management
Florida
$1.35M
CPA
241
Capital Performance Advisors
California
$1.33M
FFG
242
Fiduciary Financial Group
California
$1.32M
UBS Group
243
UBS Group
Switzerland
$1.31M
CCM
244
Cloud Capital Management
Washington
$1.3M
WPC
245
Wedmont Private Capital
Pennsylvania
$1.3M
Boston Partners
246
Boston Partners
Massachusetts
$1.29M
PWIA
247
Porter White Investment Advisors
Alabama
$1.28M
FFS
248
Founders Financial Securities
Maryland
$1.26M
WPA
249
Wealth Preservation Advisors
Tennessee
$1.24M
RWP
250
Revolve Wealth Partners
New Jersey
$1.24M