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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
AC
276
Apella Capital
Connecticut
$743K
PHWM
277
Pine Harbor Wealth Management
Maryland
$737K
PWP
278
Parkwoods Wealth Partners
New York
$736K
GHA
279
Granite Harbor Advisors
Texas
$734K
Mercer Global Advisors
280
Mercer Global Advisors
Colorado
$731K
CFO
281
CVA Family Office
Colorado
$721K
LWM
282
Lodestone Wealth Management
Washington
$716K
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$700K
FLPIM
284
F.L. Putnam Investment Management
Massachusetts
$695K
Brown Advisory
285
Brown Advisory
Maryland
$686K
VWA
286
Valued Wealth Advisors
Utah
$684K
VCP
287
Vista Capital Partners
Oregon
$683K
HSWS
288
Higgins & Schmidt Wealth Strategies
Colorado
$679K
CSP
289
Cary Street Partners
Virginia
$668K
BIG
290
Builder Investment Group
Georgia
$666K
CL
291
CLG LLC
California
$663K
GBFP
292
Golden Bell Financial Planning
Georgia
$640K
AC
293
AlphaCore Capital
California
$632K
PWA
294
Physician Wealth Advisors
Utah
$627K
LCM
295
Lazari Capital Management
California
$624K
ST
296
Sageworth Trust
Pennsylvania
$622K
HKIMG
297
Hutchens & Kramer Investment Management Group
Indiana
$617K
Morgan Stanley
298
Morgan Stanley
New York
$614K
FF
299
Friday Financial
Iowa
$611K
BCM
300
Brookstone Capital Management
Illinois
$610K