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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
VP
326
Verisail Partners
Georgia
$455K
WCM
327
Warburton Capital Management
Oklahoma
$445K
HWM
328
HB Wealth Management
Georgia
$443K
TRCT
329
Tower Research Capital (TRC)
New York
$440K
PMIM
330
Prudent Man Investment Management
Colorado
$439K
MWP
331
Meredith Wealth Planning
Illinois
$436K
HA
332
Hanover Advisors
South Carolina
$436K
AWM
333
Apollon Wealth Management
South Carolina
$430K
KAM
334
Kraft Asset Management
Tennessee
$422K
GM
335
GeoWealth Management
Illinois
$421K
CA
336
Clearstead Advisors
Ohio
$419K
CPWM
337
Cypress Point Wealth Management
Texas
$417K
CWM
338
Congress Wealth Management
Massachusetts
$407K
CW
339
CreativeOne Wealth
Kansas
$406K
NL
340
NWAM LLC
Washington
$397K
WA
341
Wealthstream Advisors
New York
$391K
BCA
342
Bay Colony Advisors
Massachusetts
$388K
YWM
343
Yardley Wealth Management
Pennsylvania
$370K
PIFP
344
Partners in Financial Planning
Virginia
$366K
SWM
345
Spire Wealth Management
Virginia
$366K
LFS
346
Lutz Financial Services
Nebraska
$348K
BWMG
347
Bannerman Wealth Management Group
Texas
$345K
LFA
348
Lauterbach Financial Advisors
Texas
$344K
THL
349
Tillman Hartley LLC
Colorado
$343K
GTAM
350
Global Trust Asset Management
Florida
$336K