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Dimensional US Small Cap Value ETF

457 hedge funds and large institutions have $4.18B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 249 increasing their positions, 114 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
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
VWA
301
Valued Wealth Advisors
Utah
$740K
GBFP
302
Golden Bell Financial Planning
Georgia
$738K
HSWS
303
Higgins & Schmidt Wealth Strategies
Colorado
$735K
VCP
304
Vista Capital Partners
Oregon
$733K
DFC
305
DBK Financial Counsel
Ohio
$730K
W
306
WorthPointe
California
$725K
VT
307
Vise Technologies
New York
$711K
SC
308
Shearwater Capital
Colorado
$706K
CL
309
CLG LLC
California
$701K
FF
310
Friday Financial
Iowa
$683K
BCA
311
Bay Colony Advisors
Massachusetts
$658K
HKIMG
312
Hutchens & Kramer Investment Management Group
Indiana
$650K
AWM
313
Avondale Wealth Management
Texas
$647K
PCM
314
Peirce Capital Management
Texas
$635K
CWM
315
CarsonAllaria Wealth Management
Illinois
$630K
GLLW
316
Graves Light Lenhart Wealth
Virginia
$624K
PWA
317
Physician Wealth Advisors
Utah
$622K
FLPIM
318
F.L. Putnam Investment Management
Massachusetts
$621K
JWM
319
JDH Wealth Management
California
$611K
CCC
320
Compass Capital Corp
Massachusetts
$610K
AWP
321
Astra Wealth Partners
New Jersey
$609K
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$608K
FVIM
323
Fort Vancouver Investment Management
Washington
$600K
WCM
324
Warburton Capital Management
Oklahoma
$588K
AFO
325
Aurelius Family Office
New Hampshire
$579K