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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
+30
Holders Change %
+7.32%
% of All Funds
5.9%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.72%
New
63
Increased
254
Reduced
95
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VP
326
Verisail Partners
Georgia
$455K +$5.24K +178 +1%
WCM
327
Warburton Capital Management
Oklahoma
$445K +$445K +14,549 New
HWM
328
HB Wealth Management
Georgia
$443K -$29.3K -996 -6%
TRCT
329
Tower Research Capital (TRC)
New York
$440K +$440K +14,962 New
PMIM
330
Prudent Man Investment Management
Colorado
$439K
MWP
331
Meredith Wealth Planning
Illinois
$436K +$436K +14,831 New
HA
332
Hanover Advisors
South Carolina
$436K -$19K -646 -4%
AWM
333
Apollon Wealth Management
South Carolina
$430K -$162K -5,500 -27%
KAM
334
Kraft Asset Management
Tennessee
$422K +$27.5K +936 +7%
GM
335
GeoWealth Management
Illinois
$421K -$875K -29,729 -68%
CA
336
Clearstead Advisors
Ohio
$419K +$391K +13,294 +1,399%
CPWM
337
Cypress Point Wealth Management
Texas
$417K -$198K -6,725 -32%
CWM
338
Congress Wealth Management
Massachusetts
$407K +$57.9K +1,967 +17%
CW
339
CreativeOne Wealth
Kansas
$406K +$1.38K +47 +0.3%
NL
340
NWAM LLC
Washington
$397K
WA
341
Wealthstream Advisors
New York
$391K +$1.83K +62 +0.5%
BCA
342
Bay Colony Advisors
Massachusetts
$388K +$68.4K +2,325 +21%
YWM
343
Yardley Wealth Management
Pennsylvania
$370K +$370K +12,569 New
PIFP
344
Partners in Financial Planning
Virginia
$366K +$366K +12,449 New
SWM
345
Spire Wealth Management
Virginia
$366K -$85.4K -2,902 -19%
LFS
346
Lutz Financial Services
Nebraska
$348K +$348K +11,818 New
BWMG
347
Bannerman Wealth Management Group
Texas
$345K +$24.3K +826 +8%
LFA
348
Lauterbach Financial Advisors
Texas
$344K -$226K -7,676 -40%
THL
349
Tillman Hartley LLC
Colorado
$343K +$177 +6 +0.1%
GTAM
350
Global Trust Asset Management
Florida
$336K -$384K -13,043 -53%