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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
HSWS
301
Higgins & Schmidt Wealth Strategies
Colorado
$735K
VCP
302
Vista Capital Partners
Oregon
$733K
DFC
303
DBK Financial Counsel
Ohio
$730K
W
304
WorthPointe
California
$725K
VT
305
Vise Technologies
New York
$711K
SC
306
Shearwater Capital
Colorado
$706K
CL
307
CLG LLC
California
$701K
FF
308
Friday Financial
Iowa
$683K
BCA
309
Bay Colony Advisors
Massachusetts
$658K
HKIMG
310
Hutchens & Kramer Investment Management Group
Indiana
$650K
AWM
311
Avondale Wealth Management
Texas
$647K
PCM
312
Peirce Capital Management
Texas
$635K
CWM
313
CarsonAllaria Wealth Management
Illinois
$630K
GLLW
314
Graves Light Lenhart Wealth
Virginia
$624K
PWA
315
Physician Wealth Advisors
Utah
$622K
FLPIM
316
F.L. Putnam Investment Management
Massachusetts
$621K
JWM
317
JDH Wealth Management
California
$611K
CCC
318
Compass Capital Corp
Massachusetts
$610K
AWP
319
Astra Wealth Partners
New Jersey
$609K
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$608K
FVIM
321
Fort Vancouver Investment Management
Washington
$600K
WCM
322
Warburton Capital Management
Oklahoma
$588K
AFO
323
Aurelius Family Office
New Hampshire
$579K
AFP
324
Ausdal Financial Partners
Iowa
$578K
ALWM
325
Andrews Lucia Wealth Management
California
$570K