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Dimensional US Small Cap Value ETF

439 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, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+30
Holders Change %
+7.33%
% of All Funds
5.89%
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
94
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MEG
401
Millstone Evans Group
Colorado
$87K -$161K -5,484 -65%
SPIA
402
Steward Partners Investment Advisory
New York
$86.8K -$1.21K -41 -1%
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$83.8K
VWA
404
VSM Wealth Advisory
Maryland
$79.6K
GEA
405
Glen Eagle Advisors
New Jersey
$66.2K
TLA
406
Tanglewood Legacy Advisors
Texas
$59.9K
CA
407
CoreCap Advisors
Michigan
$57.2K +$57.2K +1,945 New
BIG
408
Brooklyn Investment Group
New York
$54.8K +$54.8K +1,863 New
MFC
409
Morris Financial Concepts
South Carolina
$51K
RPA
410
Redwood Park Advisors
California
$47.2K -$2.24K -76 -5%
AAP
411
Arax Advisory Partners
Colorado
$39.1K -$4.89K -166 -11%
Comerica Bank
412
Comerica Bank
Texas
$36.6K -$13.1K -445 -26%
BGWM
413
Bridge Generations Wealth Management
Florida
$32.7K
US Bancorp
414
US Bancorp
Minnesota
$30K
LFG
415
Larson Financial Group
Missouri
$27K +$118 +4 +0.4%
SIC
416
SJS Investment Consulting
Ohio
$26.5K
PCA
417
Providence Capital Advisors
North Carolina
$26.3K +$26.3K +895 New
DF
418
DecisionPoint Financial
Arizona
$23.9K +$11.5K +380 +93%
GRP
419
Global Retirement Partners
California
$23.5K +$23.5K +797 New
ACA
420
Aptus Capital Advisors
Alabama
$21.9K +$11.1K +376 +102%
PA
421
Parallel Advisors
California
$20K
CMP
422
Coston McIsaac & Partners
Maine
$19K -$2.71K -94 -12%
VWM
423
Vermillion Wealth Management
Minnesota
$15.7K +$59 +2 +0.4%
TCM
424
Traub Capital Management
Massachusetts
$13.1K +$13.1K +446 New
CWP
425
Concord Wealth Partners
Virginia
$11.7K +$29 +1 +0.3%