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Dimensional US Small Cap Value ETF

448 hedge funds and large institutions have $4.15B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 242 increasing their positions, 112 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
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
HWA
251
HMV Wealth Advisors
Louisiana
$1.14M
CHAM
252
Clear Harbor Asset Management
Connecticut
$1.14M
OIM
253
Oder Investment Management
California
$1.13M
GOCP
254
Great Oak Capital Partners
Massachusetts
$1.1M
MGW
255
MB Generational Wealth
Washington
$1.06M
DT
256
Diversified Trust
Tennessee
$1.06M
CFGA
257
Cambridge Financial Group (Arizona)
Arizona
$1.05M
CW
258
Curio Wealth
Maryland
$1.03M
FFM
259
Flagstone Financial Management
Nebraska
$1.03M
SFC
260
Sprinkle Financial Consultants
Colorado
$1.03M
FA
261
Fiduciary Alliance
South Carolina
$1.02M
AQR Capital Management
262
AQR Capital Management
Connecticut
$1.01M
GFM
263
GEN Financial Management
Minnesota
$1.01M
GAM
264
GEM Asset Management
Michigan
$984K
PCA
265
Prosperity Capital Advisors
Ohio
$982K
BCM
266
Brookstone Capital Management
Illinois
$953K
DAS
267
Dynamic Advisor Solutions
Arizona
$939K
RWM
268
Riverchase Wealth Management
Texas
$896K
CWP
269
Cyndeo Wealth Partners
Florida
$892K
KSWA
270
Kathleen S. Wright Associates
Pennsylvania
$889K
MFA
271
McClarren Financial Advisors
Pennsylvania
$883K
FWM
272
FMB Wealth Management
California
$882K
FG
273
Foster Group
Iowa
$879K
AWM
274
Ariadne Wealth Management
California
$872K
WANY
275
Wealthspire Advisors (New York)
New York
$871K