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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
Holders Change %
% of All Funds
Holding in Top 10
54
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
AWM
301
Avondale Wealth Management
Texas
$598K
WRPWM
302
Werba Rubin Papier Wealth Management
California
$598K
CWM
303
CarsonAllaria Wealth Management
Illinois
$597K
BW
304
BIP Wealth
Georgia
$597K
SC
305
Shearwater Capital
Colorado
$589K
PCM
306
Peirce Capital Management
Texas
$587K
GLLW
307
Graves Light Lenhart Wealth
Virginia
$575K
T
308
Tableaux
Massachusetts
$570K
JWM
309
JDH Wealth Management
California
$565K
AWP
310
Astra Wealth Partners
New Jersey
$564K
FVIM
311
Fort Vancouver Investment Management
Washington
$554K
RIP
312
RAM Investment Partners
Washington
$541K
AFO
313
Aurelius Family Office
New Hampshire
$535K
FFS
314
Founders Financial Securities
Maryland
$533K
AFP
315
Ausdal Financial Partners
Iowa
$533K
ALWM
316
Andrews Lucia Wealth Management
California
$526K
DFC
317
DBK Financial Counsel
Ohio
$517K
2L
318
25 LLC
Missouri
$514K
JIC
319
Joel Isaacson & Co
New York
$502K
AWM
320
Austin Wealth Management
Texas
$495K
Janney Montgomery Scott
321
Janney Montgomery Scott
Pennsylvania
$477K
CA
322
Claris Advisors
Missouri
$471K
EP
323
Essential Planning
New Hampshire
$467K
KPWS
324
Kestra Private Wealth Services
Texas
$465K
TC
325
TownSquare Capital
Utah
$458K