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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
HW
376
Hancock Whitney
Mississippi
$271K
APG
377
Abacus Planning Group
South Carolina
$270K
TSWM
378
Triangle Securities Wealth Management
North Carolina
$269K
HF
379
HRT Financial
New York
$269K
AIM
380
Acropolis Investment Management
Missouri
$268K
TFP
381
Triune Financial Partners
Kansas
$256K
PNC Financial Services Group
382
PNC Financial Services Group
Pennsylvania
$255K
AFGAS
383
Allegiance Financial Group Advisory Services
Virginia
$253K
CCA
384
Clarity Capital Advisors
Florida
$247K
WMA
385
William Mack & Associates
Michigan
$247K
BFG
386
Berger Financial Group
Minnesota
$245K
TFP
387
Tilia Fiduciary Partners
North Carolina
$236K
SPA
388
Shore Point Advisors
New Jersey
$234K
RWM
389
Rialto Wealth Management
New York
$233K
KRW
390
Kaufman Rossin Wealth
Florida
$228K
SPI
391
Sutton Place Investors
New York
$221K
MWA
392
Mills Wealth Advisors
Texas
$218K
SW
393
Simplicity Wealth
New Jersey
$217K
RIM
394
Rockbridge Investment Management
New York
$215K
HC
395
Hurley Capital
New York
$215K
ATPW
396
Ashton Thomas Private Wealth
Arizona
$210K
AFG
397
Altiora Financial Group
Ohio
$210K
PTC
398
Private Trust Company
Ohio
$208K
FWM
399
Fortress Wealth Management
California
$204K
AWM
400
AE Wealth Management
Kansas
$186K