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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
PHWM
276
Pine Harbor Wealth Management
Maryland
$737K
PWP
277
Parkwoods Wealth Partners
New York
$736K
GHA
278
Granite Harbor Advisors
Texas
$734K
Mercer Global Advisors
279
Mercer Global Advisors
Colorado
$731K
CFO
280
CVA Family Office
Colorado
$721K
LWM
281
Lodestone Wealth Management
Washington
$716K
OSAM
282
O'Shaughnessy Asset Management
Connecticut
$700K
FLPIM
283
F.L. Putnam Investment Management
Massachusetts
$695K
Brown Advisory
284
Brown Advisory
Maryland
$686K
VWA
285
Valued Wealth Advisors
Utah
$684K
VCP
286
Vista Capital Partners
Oregon
$683K
HSWS
287
Higgins & Schmidt Wealth Strategies
Colorado
$679K
CSP
288
Cary Street Partners
Virginia
$668K
BIG
289
Builder Investment Group
Georgia
$666K
CL
290
CLG LLC
California
$663K
GBFP
291
Golden Bell Financial Planning
Georgia
$640K
AC
292
AlphaCore Capital
California
$632K
PWA
293
Physician Wealth Advisors
Utah
$627K
LCM
294
Lazari Capital Management
California
$624K
ST
295
Sageworth Trust
Pennsylvania
$622K
HKIMG
296
Hutchens & Kramer Investment Management Group
Indiana
$617K
Morgan Stanley
297
Morgan Stanley
New York
$614K
FF
298
Friday Financial
Iowa
$611K
BCM
299
Brookstone Capital Management
Illinois
$610K
CIA
300
Compass Ion Advisors
Pennsylvania
$606K