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Dimensional US Small Cap Value ETF

442 hedge funds and large institutions have $3.66B invested in Dimensional US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 256 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
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
LKBC
376
L.K. Benson & Company
Maryland
$241K
TFP
377
Triune Financial Partners
Kansas
$237K
AFGAS
378
Allegiance Financial Group Advisory Services
Virginia
$234K
HW
379
Hancock Whitney
Mississippi
$232K
HFA
380
Highland Financial Advisors
New Jersey
$229K
BFG
381
Berger Financial Group
Minnesota
$229K
TSWM
382
Triangle Securities Wealth Management
North Carolina
$228K
WMA
383
William Mack & Associates
Michigan
$228K
CCA
384
Clarity Capital Advisors
Florida
$227K
LCM
385
Liberty Capital Management
Michigan
$222K
RWM
386
Rialto Wealth Management
New York
$221K
SPA
387
Shore Point Advisors
New Jersey
$214K
KRW
388
Kaufman Rossin Wealth
Florida
$211K
CAM
389
Cresset Asset Management
Illinois
$206K
SPI
390
Sutton Place Investors
New York
$204K
PNC Financial Services Group
391
PNC Financial Services Group
Pennsylvania
$202K
MWA
392
Mills Wealth Advisors
Texas
$200K
PTC
393
Private Trust Company
Ohio
$192K
HC
394
Hurley Capital
New York
$183K
EWA
395
EverSource Wealth Advisors
Alabama
$180K
HWM
396
Hemington Wealth Management
Virginia
$172K
UB
397
UMB Bank
Missouri
$170K
MFG
398
Mendota Financial Group
Wisconsin
$148K
Wells Fargo
399
Wells Fargo
California
$146K
WP
400
WealthShield Partners
North Carolina
$116K