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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
PIFP
351
Partners in Financial Planning
Virginia
$398K
WRPWM
352
Werba Rubin Papier Wealth Management
California
$388K
LFS
353
Lutz Financial Services
Nebraska
$376K
THL
354
Tillman Hartley LLC
Colorado
$371K
GTAM
355
Global Trust Asset Management
Florida
$370K
ACP
356
Argyle Capital Partners
California
$353K
FH
357
Financial Harvest
Florida
$345K
VAMG
358
Voisard Asset Management Group
Michigan
$341K
FC
359
Family CFO
California
$339K
FFO
360
Fortitude Family Office
Arizona
$331K
AWA
361
Arkadios Wealth Advisors
Georgia
$330K
MSFS
362
Main Street Financial Solutions
Pennsylvania
$320K
EWA
363
Elevate Wealth Advisory
Georgia
$317K
CAM
364
Clark Asset Management
New Hampshire
$316K
KWA
365
Kondo Wealth Advisors
California
$316K
USCWA
366
U.S. Capital Wealth Advisors
Texas
$313K
BHWM
367
Beaird Harris Wealth Management
Texas
$304K
OC
368
Optima Capital
Oregon
$298K
IWC
369
Infinity Wealth Counsel
Ohio
$293K
FCM
370
Fortis Capital Management
Washington
$291K
APC
371
Aspire Private Capital
North Carolina
$276K
SAI
372
Savvy Advisors Inc
New York
$275K
FFG
373
First Financial Group
North Carolina
$274K
LCM
374
Liberty Capital Management
Michigan
$274K
DC
375
Davenport & Co
Virginia
$272K