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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
TWM
276
TCFG Wealth Management
California
$858K
RIP
277
RAM Investment Partners
Washington
$830K
CMBA
278
C.M. Bidwell & Associates
Hawaii
$830K
DI
279
Disciplined Investments
Oklahoma
$820K
LWM
280
Lodestone Wealth Management
Washington
$806K
ASN
281
Advisory Services Network
Georgia
$802K
BIG
282
Builder Investment Group
Georgia
$799K
RW
283
REDW Wealth
New Mexico
$790K
CSP
284
Cary Street Partners
Virginia
$778K
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$772K
PHWM
286
Pine Harbor Wealth Management
Maryland
$771K
AC
287
Apella Capital
Connecticut
$769K
SIM
288
Stratos Investment Management
Ohio
$768K
CIA
289
Compass Ion Advisors
Pennsylvania
$758K
Morgan Stanley
290
Morgan Stanley
New York
$747K
Brown Advisory
291
Brown Advisory
Maryland
$742K
CFO
292
CVA Family Office
Colorado
$741K
MFG
293
Merit Financial Group
Georgia
$741K
VWA
294
Valued Wealth Advisors
Utah
$740K
GBFP
295
Golden Bell Financial Planning
Georgia
$738K
HSWS
296
Higgins & Schmidt Wealth Strategies
Colorado
$735K
VCP
297
Vista Capital Partners
Oregon
$733K
DFC
298
DBK Financial Counsel
Ohio
$730K
W
299
WorthPointe
California
$725K
VT
300
Vise Technologies
New York
$711K