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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
MFA
276
McClarren Financial Advisors
Pennsylvania
$883K
FWM
277
FMB Wealth Management
California
$882K
FG
278
Foster Group
Iowa
$879K
AWM
279
Ariadne Wealth Management
California
$872K
WANY
280
Wealthspire Advisors (New York)
New York
$871K
TWM
281
TCFG Wealth Management
California
$858K
RIP
282
RAM Investment Partners
Washington
$830K
CMBA
283
C.M. Bidwell & Associates
Hawaii
$830K
DI
284
Disciplined Investments
Oklahoma
$820K
LWM
285
Lodestone Wealth Management
Washington
$806K
ASN
286
Advisory Services Network
Georgia
$802K
BIG
287
Builder Investment Group
Georgia
$799K
RW
288
REDW Wealth
New Mexico
$790K
CSP
289
Cary Street Partners
Virginia
$778K
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$772K
PHWM
291
Pine Harbor Wealth Management
Maryland
$771K
AC
292
Apella Capital
Connecticut
$769K
SIM
293
Stratos Investment Management
Ohio
$768K
CIA
294
Compass Ion Advisors
Pennsylvania
$758K
Morgan Stanley
295
Morgan Stanley
New York
$747K
Brown Advisory
296
Brown Advisory
Maryland
$742K
CFO
297
CVA Family Office
Colorado
$741K
MFG
298
Merit Financial Group
Georgia
$741K
VWA
299
Valued Wealth Advisors
Utah
$740K
GBFP
300
Golden Bell Financial Planning
Georgia
$738K