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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
MWA
401
Mills Wealth Advisors
Texas
$218K
SW
402
Simplicity Wealth
New Jersey
$217K
RIM
403
Rockbridge Investment Management
New York
$215K
HC
404
Hurley Capital
New York
$215K
ATPW
405
Ashton Thomas Private Wealth
Arizona
$210K
AFG
406
Altiora Financial Group
Ohio
$210K
PTC
407
Private Trust Company
Ohio
$208K
FWM
408
Fortress Wealth Management
California
$204K
AWM
409
AE Wealth Management
Kansas
$186K
UB
410
UMB Bank
Missouri
$184K
EWA
411
EverSource Wealth Advisors
Alabama
$183K
HWM
412
Hemington Wealth Management
Virginia
$176K
SWP
413
Strategic Wealth Partners
Ohio
$146K
MFG
414
Mendota Financial Group
Wisconsin
$132K
WP
415
WealthShield Partners
North Carolina
$126K
LAM
416
LOM Asset Management
$111K
SRCM
417
Signature Resources Capital Management
California
$98.5K
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$90.7K
VWA
419
VSM Wealth Advisory
Maryland
$86.1K
GEA
420
Glen Eagle Advisors
New Jersey
$71.6K
SA
421
Seneschal Advisors
Washington
$65.2K
TLA
422
Tanglewood Legacy Advisors
Texas
$64.8K
CA
423
CoreCap Advisors
Michigan
$61.9K
MEG
424
Millstone Evans Group
Colorado
$57.6K
MFC
425
Morris Financial Concepts
South Carolina
$56.8K