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Dimensional US Small Cap Value ETF

455 hedge funds and large institutions have $4.17B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 247 increasing their positions, 114 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
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
RIM
401
Rockbridge Investment Management
New York
$215K
HC
402
Hurley Capital
New York
$215K
ATPW
403
Ashton Thomas Private Wealth
Arizona
$210K
AFG
404
Altiora Financial Group
Ohio
$210K
PTC
405
Private Trust Company
Ohio
$208K
FWM
406
Fortress Wealth Management
California
$204K
AWM
407
AE Wealth Management
Kansas
$186K
UB
408
UMB Bank
Missouri
$184K
EWA
409
EverSource Wealth Advisors
Alabama
$183K
HWM
410
Hemington Wealth Management
Virginia
$176K
SWP
411
Strategic Wealth Partners
Ohio
$146K
MFG
412
Mendota Financial Group
Wisconsin
$132K
WP
413
WealthShield Partners
North Carolina
$126K
LAM
414
LOM Asset Management
$111K
SRCM
415
Signature Resources Capital Management
California
$98.5K
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$90.7K
VWA
417
VSM Wealth Advisory
Maryland
$86.1K
GEA
418
Glen Eagle Advisors
New Jersey
$71.6K
SA
419
Seneschal Advisors
Washington
$65.2K
TLA
420
Tanglewood Legacy Advisors
Texas
$64.8K
CA
421
CoreCap Advisors
Michigan
$61.9K
MEG
422
Millstone Evans Group
Colorado
$57.6K
MFC
423
Morris Financial Concepts
South Carolina
$56.8K
OC
424
Oakworth Capital
Alabama
$56K
DF
425
DecisionPoint Financial
Arizona
$51.8K