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Dimensional US Small Cap Value ETF

448 hedge funds and large institutions have $4.15B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 242 increasing their positions, 112 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
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
SC
301
Shearwater Capital
Colorado
$706K
CL
302
CLG LLC
California
$701K
FF
303
Friday Financial
Iowa
$683K
BCA
304
Bay Colony Advisors
Massachusetts
$658K
HKIMG
305
Hutchens & Kramer Investment Management Group
Indiana
$650K
AWM
306
Avondale Wealth Management
Texas
$647K
PCM
307
Peirce Capital Management
Texas
$635K
CWM
308
CarsonAllaria Wealth Management
Illinois
$630K
GLLW
309
Graves Light Lenhart Wealth
Virginia
$624K
PWA
310
Physician Wealth Advisors
Utah
$622K
FLPIM
311
F.L. Putnam Investment Management
Massachusetts
$621K
JWM
312
JDH Wealth Management
California
$611K
CCC
313
Compass Capital Corp
Massachusetts
$610K
AWP
314
Astra Wealth Partners
New Jersey
$609K
Mercer Global Advisors
315
Mercer Global Advisors
Colorado
$608K
FVIM
316
Fort Vancouver Investment Management
Washington
$600K
WCM
317
Warburton Capital Management
Oklahoma
$588K
AFO
318
Aurelius Family Office
New Hampshire
$579K
AFP
319
Ausdal Financial Partners
Iowa
$578K
ALWM
320
Andrews Lucia Wealth Management
California
$570K
LCM
321
Lazari Capital Management
California
$557K
Bank of New York Mellon
322
Bank of New York Mellon
New York
$548K
JIC
323
Joel Isaacson & Co
New York
$545K
AWM
324
Austin Wealth Management
Texas
$541K
GA
325
Greenspring Advisors
Maryland
$525K