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Dimensional US Small Cap Value ETF

455 hedge funds and large institutions have $4.17B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 247 increasing their positions, 114 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
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
GJIA
251
Glass Jacobson Investment Advisors
Maryland
$1.2M
WMN
252
Wealth Management Nebraska
Nebraska
$1.2M
PAM
253
Pacific Asset Management
Washington
$1.17M
CSPIA
254
Cary Street Partners Investment Advisory
Virginia
$1.15M
MBFW
255
Morton Brown Family Wealth
Pennsylvania
$1.15M
HWA
256
HMV Wealth Advisors
Louisiana
$1.14M
CHAM
257
Clear Harbor Asset Management
Connecticut
$1.14M
OIM
258
Oder Investment Management
California
$1.13M
GOCP
259
Great Oak Capital Partners
Massachusetts
$1.1M
MGW
260
MB Generational Wealth
Washington
$1.06M
DT
261
Diversified Trust
Tennessee
$1.06M
CFGA
262
Cambridge Financial Group (Arizona)
Arizona
$1.05M
CW
263
Curio Wealth
Maryland
$1.03M
FFM
264
Flagstone Financial Management
Nebraska
$1.03M
SFC
265
Sprinkle Financial Consultants
Colorado
$1.03M
FA
266
Fiduciary Alliance
South Carolina
$1.02M
AQR Capital Management
267
AQR Capital Management
Connecticut
$1.01M
GFM
268
GEN Financial Management
Minnesota
$1.01M
GAM
269
GEM Asset Management
Michigan
$984K
PCA
270
Prosperity Capital Advisors
Ohio
$982K
BCM
271
Brookstone Capital Management
Illinois
$953K
DAS
272
Dynamic Advisor Solutions
Arizona
$939K
RWM
273
Riverchase Wealth Management
Texas
$896K
CWP
274
Cyndeo Wealth Partners
Florida
$892K
KSWA
275
Kathleen S. Wright Associates
Pennsylvania
$889K