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Dimensional US Small Cap Value ETF

440 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, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+30
Holders Change %
+7.32%
% of All Funds
5.9%
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
95
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRCM
401
Signature Resources Capital Management
California
$91.1K +$2.8K +95 +3%
MEG
402
Millstone Evans Group
Colorado
$87K -$161K -5,484 -65%
SPIA
403
Steward Partners Investment Advisory
New York
$86.8K -$1.21K -41 -1%
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$83.8K
VWA
405
VSM Wealth Advisory
Maryland
$79.6K
GEA
406
Glen Eagle Advisors
New Jersey
$66.2K
TLA
407
Tanglewood Legacy Advisors
Texas
$59.9K
CA
408
CoreCap Advisors
Michigan
$57.2K +$57.2K +1,945 New
BIG
409
Brooklyn Investment Group
New York
$54.8K +$54.8K +1,863 New
MFC
410
Morris Financial Concepts
South Carolina
$51K
RPA
411
Redwood Park Advisors
California
$47.2K -$2.24K -76 -5%
AAP
412
Arax Advisory Partners
Colorado
$39.1K -$4.89K -166 -11%
Comerica Bank
413
Comerica Bank
Texas
$36.6K -$13.1K -445 -26%
BGWM
414
Bridge Generations Wealth Management
Florida
$32.7K
US Bancorp
415
US Bancorp
Minnesota
$30K
LFG
416
Larson Financial Group
Missouri
$27K +$118 +4 +0.4%
SIC
417
SJS Investment Consulting
Ohio
$26.5K
PCA
418
Providence Capital Advisors
North Carolina
$26.3K +$26.3K +895 New
DF
419
DecisionPoint Financial
Arizona
$23.9K +$11.5K +380 +93%
GRP
420
Global Retirement Partners
California
$23.5K +$23.5K +797 New
ACA
421
Aptus Capital Advisors
Alabama
$21.9K +$11.1K +376 +102%
PA
422
Parallel Advisors
California
$20K
CMP
423
Coston McIsaac & Partners
Maine
$19K -$2.71K -94 -12%
VWM
424
Vermillion Wealth Management
Minnesota
$15.7K +$59 +2 +0.4%
TCM
425
Traub Capital Management
Massachusetts
$13.1K +$13.1K +446 New