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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
+30
Holders Change %
+7.32%
% of All Funds
5.9%
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
95
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
301
Avondale Wealth Management
Texas
$598K +$595K +20,201 +16,033%
WRPWM
302
Werba Rubin Papier Wealth Management
California
$598K -$98.9K -3,359 -14%
CWM
303
CarsonAllaria Wealth Management
Illinois
$597K +$2.77K +94 +0.5%
BW
304
BIP Wealth
Georgia
$597K +$597K +20,269 New
SC
305
Shearwater Capital
Colorado
$589K +$75.6K +2,569 +15%
PCM
306
Peirce Capital Management
Texas
$587K +$587K +19,933 New
GLLW
307
Graves Light Lenhart Wealth
Virginia
$575K +$1.74K +59 +0.3%
T
308
Tableaux
Massachusetts
$570K +$570K +19,280 New
JWM
309
JDH Wealth Management
California
$565K +$565K +19,182 New
AWP
310
Astra Wealth Partners
New Jersey
$564K +$93.6K +3,181 +20%
FVIM
311
Fort Vancouver Investment Management
Washington
$554K +$505K +17,174 +1,030%
RIP
312
RAM Investment Partners
Washington
$541K +$265K +9,017 +96%
AFO
313
Aurelius Family Office
New Hampshire
$535K +$1.15K +39 +0.2%
FFS
314
Founders Financial Securities
Maryland
$533K +$68.8K +2,337 +15%
AFP
315
Ausdal Financial Partners
Iowa
$533K -$8.42K -286 -2%
ALWM
316
Andrews Lucia Wealth Management
California
$526K +$526K +17,881 New
DFC
317
DBK Financial Counsel
Ohio
$517K +$175K +5,941 +51%
2L
318
25 LLC
Missouri
$514K +$139K +4,720 +37%
JIC
319
Joel Isaacson & Co
New York
$502K +$2.24K +76 +0.4%
AWM
320
Austin Wealth Management
Texas
$495K +$495K +16,585 New
Janney Montgomery Scott
321
Janney Montgomery Scott
Pennsylvania
$477K -$48.5K -1,648 -9%
CA
322
Claris Advisors
Missouri
$471K +$471K +16,014 New
EP
323
Essential Planning
New Hampshire
$467K +$104K +3,518 +29%
KPWS
324
Kestra Private Wealth Services
Texas
$465K +$42.3K +1,436 +10%
TC
325
TownSquare Capital
Utah
$458K +$458K +15,557 New