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Dimensional US Small Cap Value ETF

439 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, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+30
Holders Change %
+7.33%
% of All Funds
5.89%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.72%
New
63
Increased
254
Reduced
94
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WRPWM
301
Werba Rubin Papier Wealth Management
California
$598K -$98.9K -3,359 -14%
CWM
302
CarsonAllaria Wealth Management
Illinois
$597K +$2.77K +94 +0.5%
BW
303
BIP Wealth
Georgia
$597K +$597K +20,269 New
SC
304
Shearwater Capital
Colorado
$589K +$75.6K +2,569 +15%
PCM
305
Peirce Capital Management
Texas
$587K +$587K +19,933 New
GLLW
306
Graves Light Lenhart Wealth
Virginia
$575K +$1.74K +59 +0.3%
T
307
Tableaux
Massachusetts
$570K +$570K +19,280 New
JWM
308
JDH Wealth Management
California
$565K +$565K +19,182 New
AWP
309
Astra Wealth Partners
New Jersey
$564K +$93.6K +3,181 +20%
FVIM
310
Fort Vancouver Investment Management
Washington
$554K +$505K +17,174 +1,030%
RIP
311
RAM Investment Partners
Washington
$541K +$265K +9,017 +96%
AFO
312
Aurelius Family Office
New Hampshire
$535K +$1.15K +39 +0.2%
FFS
313
Founders Financial Securities
Maryland
$533K +$68.8K +2,337 +15%
AFP
314
Ausdal Financial Partners
Iowa
$533K -$8.42K -286 -2%
ALWM
315
Andrews Lucia Wealth Management
California
$526K +$526K +17,881 New
DFC
316
DBK Financial Counsel
Ohio
$517K +$175K +5,941 +51%
2L
317
25 LLC
Missouri
$514K +$139K +4,720 +37%
JIC
318
Joel Isaacson & Co
New York
$502K +$2.24K +76 +0.4%
AWM
319
Austin Wealth Management
Texas
$495K +$495K +16,585 New
Janney Montgomery Scott
320
Janney Montgomery Scott
Pennsylvania
$477K -$48.5K -1,648 -9%
CA
321
Claris Advisors
Missouri
$471K +$471K +16,014 New
EP
322
Essential Planning
New Hampshire
$467K +$104K +3,518 +29%
KPWS
323
Kestra Private Wealth Services
Texas
$465K +$42.3K +1,436 +10%
TC
324
TownSquare Capital
Utah
$458K +$458K +15,557 New
VP
325
Verisail Partners
Georgia
$455K +$5.24K +178 +1%