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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
DT
251
Diversified Trust
Tennessee
$978K
GFM
252
GEN Financial Management
Minnesota
$962K
FFM
253
Flagstone Financial Management
Nebraska
$950K
MFG
254
Merit Financial Group
Georgia
$919K
FA
255
Fiduciary Alliance
South Carolina
$918K
SFC
256
Sprinkle Financial Consultants
Colorado
$898K
GAM
257
GEM Asset Management
Michigan
$894K
AWM
258
Ariadne Wealth Management
California
$875K
TWM
259
TCFG Wealth Management
California
$856K
CHAM
260
Clear Harbor Asset Management
Connecticut
$851K
SFA
261
Sequoia Financial Advisors
Ohio
$849K
PCA
262
Prosperity Capital Advisors
Ohio
$849K
RW
263
REDW Wealth
New Mexico
$845K
FG
264
Foster Group
Iowa
$839K
RWM
265
Riverchase Wealth Management
Texas
$828K
CMBA
266
C.M. Bidwell & Associates
Hawaii
$808K
FWM
267
FMB Wealth Management
California
$807K
WANY
268
Wealthspire Advisors (New York)
New York
$805K
MFA
269
McClarren Financial Advisors
Pennsylvania
$796K
CWP
270
Cyndeo Wealth Partners
Florida
$792K
DI
271
Disciplined Investments
Oklahoma
$787K
KSWA
272
Kathleen S. Wright Associates
Pennsylvania
$787K
ASN
273
Advisory Services Network
Georgia
$759K
DAS
274
Dynamic Advisor Solutions
Arizona
$747K
AC
275
Apella Capital
Connecticut
$743K