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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
GJIA
251
Glass Jacobson Investment Advisors
Maryland
$1.01M
DT
252
Diversified Trust
Tennessee
$978K
GFM
253
GEN Financial Management
Minnesota
$962K
FFM
254
Flagstone Financial Management
Nebraska
$950K
MFG
255
Merit Financial Group
Georgia
$919K
FA
256
Fiduciary Alliance
South Carolina
$918K
SFC
257
Sprinkle Financial Consultants
Colorado
$898K
GAM
258
GEM Asset Management
Michigan
$894K
AWM
259
Ariadne Wealth Management
California
$875K
TWM
260
TCFG Wealth Management
California
$856K
CHAM
261
Clear Harbor Asset Management
Connecticut
$851K
SFA
262
Sequoia Financial Advisors
Ohio
$849K
PCA
263
Prosperity Capital Advisors
Ohio
$849K
RW
264
REDW Wealth
New Mexico
$845K
FG
265
Foster Group
Iowa
$839K
RWM
266
Riverchase Wealth Management
Texas
$828K
CMBA
267
C.M. Bidwell & Associates
Hawaii
$808K
FWM
268
FMB Wealth Management
California
$807K
WANY
269
Wealthspire Advisors (New York)
New York
$805K
MFA
270
McClarren Financial Advisors
Pennsylvania
$796K
CWP
271
Cyndeo Wealth Partners
Florida
$792K
DI
272
Disciplined Investments
Oklahoma
$787K
KSWA
273
Kathleen S. Wright Associates
Pennsylvania
$787K
ASN
274
Advisory Services Network
Georgia
$759K
DAS
275
Dynamic Advisor Solutions
Arizona
$747K