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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
PMIM
351
Prudent Man Investment Management
Colorado
$438K
NL
352
NWAM LLC
Washington
$430K
LKBC
353
L.K. Benson & Company
Maryland
$429K
WA
354
Wealthstream Advisors
New York
$425K
RWA
355
Redmont Wealth Advisors
Illinois
$421K
LFA
356
Lauterbach Financial Advisors
Texas
$412K
AWM
357
Apollon Wealth Management
South Carolina
$408K
YWM
358
Yardley Wealth Management
Pennsylvania
$400K
PIFP
359
Partners in Financial Planning
Virginia
$398K
WRPWM
360
Werba Rubin Papier Wealth Management
California
$388K
LFS
361
Lutz Financial Services
Nebraska
$376K
THL
362
Tillman Hartley LLC
Colorado
$371K
GTAM
363
Global Trust Asset Management
Florida
$370K
ACP
364
Argyle Capital Partners
California
$353K
FH
365
Financial Harvest
Florida
$345K
VAMG
366
Voisard Asset Management Group
Michigan
$341K
FC
367
Family CFO
California
$339K
FFO
368
Fortitude Family Office
Arizona
$331K
AWA
369
Arkadios Wealth Advisors
Georgia
$330K
MSFS
370
Main Street Financial Solutions
Pennsylvania
$320K
EWA
371
Elevate Wealth Advisory
Georgia
$317K
CAM
372
Clark Asset Management
New Hampshire
$316K
KWA
373
Kondo Wealth Advisors
California
$316K
USCWA
374
U.S. Capital Wealth Advisors
Texas
$313K
BHWM
375
Beaird Harris Wealth Management
Texas
$304K