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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
SA
251
Sanctuary Advisors
Indiana
$1.23M
BTWM
252
Baker Tilly Wealth Management
Wisconsin
$1.22M
GJIA
253
Glass Jacobson Investment Advisors
Maryland
$1.2M
WMN
254
Wealth Management Nebraska
Nebraska
$1.2M
PAM
255
Pacific Asset Management
Washington
$1.17M
CSPIA
256
Cary Street Partners Investment Advisory
Virginia
$1.15M
MBFW
257
Morton Brown Family Wealth
Pennsylvania
$1.15M
HWA
258
HMV Wealth Advisors
Louisiana
$1.14M
CHAM
259
Clear Harbor Asset Management
Connecticut
$1.14M
OIM
260
Oder Investment Management
California
$1.13M
GOCP
261
Great Oak Capital Partners
Massachusetts
$1.1M
MGW
262
MB Generational Wealth
Washington
$1.06M
DT
263
Diversified Trust
Tennessee
$1.06M
CFGA
264
Cambridge Financial Group (Arizona)
Arizona
$1.05M
CW
265
Curio Wealth
Maryland
$1.03M
FFM
266
Flagstone Financial Management
Nebraska
$1.03M
SFC
267
Sprinkle Financial Consultants
Colorado
$1.03M
FA
268
Fiduciary Alliance
South Carolina
$1.02M
AQR Capital Management
269
AQR Capital Management
Connecticut
$1.01M
GFM
270
GEN Financial Management
Minnesota
$1.01M
GAM
271
GEM Asset Management
Michigan
$984K
PCA
272
Prosperity Capital Advisors
Ohio
$982K
BCM
273
Brookstone Capital Management
Illinois
$953K
DAS
274
Dynamic Advisor Solutions
Arizona
$939K
RWM
275
Riverchase Wealth Management
Texas
$896K