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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
HA
326
Hanover Advisors
South Carolina
$522K
TF
327
Tandem Financial
Colorado
$521K
Janney Montgomery Scott
328
Janney Montgomery Scott
Pennsylvania
$515K
TSS
329
Two Sigma Securities
New York
$515K
VP
330
Verisail Partners
Georgia
$513K
KPWS
331
Kestra Private Wealth Services
Texas
$505K
EP
332
Essential Planning
New Hampshire
$505K
2L
333
25 LLC
Missouri
$498K
GM
334
GeoWealth Management
Illinois
$479K
HWM
335
HB Wealth Management
Georgia
$478K
MWP
336
Meredith Wealth Planning
Illinois
$474K
CA
337
Claris Advisors
Missouri
$471K
AC
338
AlphaCore Capital
California
$462K
XT
339
XTX Topco
Cayman Islands
$461K
CA
340
Clearstead Advisors
Ohio
$454K
CPWM
341
Cypress Point Wealth Management
Texas
$451K
SWM
342
Spire Wealth Management
Virginia
$444K
PMIM
343
Prudent Man Investment Management
Colorado
$438K
NL
344
NWAM LLC
Washington
$430K
LKBC
345
L.K. Benson & Company
Maryland
$429K
WA
346
Wealthstream Advisors
New York
$425K
RWA
347
Redmont Wealth Advisors
Illinois
$421K
LFA
348
Lauterbach Financial Advisors
Texas
$412K
AWM
349
Apollon Wealth Management
South Carolina
$408K
YWM
350
Yardley Wealth Management
Pennsylvania
$400K