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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
CWP
276
Cyndeo Wealth Partners
Florida
$892K
KSWA
277
Kathleen S. Wright Associates
Pennsylvania
$889K
MFA
278
McClarren Financial Advisors
Pennsylvania
$883K
FWM
279
FMB Wealth Management
California
$882K
FG
280
Foster Group
Iowa
$879K
AWM
281
Ariadne Wealth Management
California
$872K
WANY
282
Wealthspire Advisors (New York)
New York
$871K
TWM
283
TCFG Wealth Management
California
$858K
RIP
284
RAM Investment Partners
Washington
$830K
CMBA
285
C.M. Bidwell & Associates
Hawaii
$830K
DI
286
Disciplined Investments
Oklahoma
$820K
LWM
287
Lodestone Wealth Management
Washington
$806K
ASN
288
Advisory Services Network
Georgia
$802K
BIG
289
Builder Investment Group
Georgia
$799K
RW
290
REDW Wealth
New Mexico
$790K
CSP
291
Cary Street Partners
Virginia
$778K
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$772K
PHWM
293
Pine Harbor Wealth Management
Maryland
$771K
AC
294
Apella Capital
Connecticut
$769K
SIM
295
Stratos Investment Management
Ohio
$768K
CIA
296
Compass Ion Advisors
Pennsylvania
$758K
Morgan Stanley
297
Morgan Stanley
New York
$747K
Brown Advisory
298
Brown Advisory
Maryland
$742K
CFO
299
CVA Family Office
Colorado
$741K
MFG
300
Merit Financial Group
Georgia
$741K