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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 %
TCM
426
TruNorth Capital Management
Michigan
$10.9K
GWANC
427
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.8K
Qube Research & Technologies (QRT)
428
Qube Research & Technologies (QRT)
United Kingdom
$10.5K +$10.5K +357 New
GWSG
429
GPS Wealth Strategies Group
Colorado
$9.54K -$3.3K -112 -26%
GCM
430
Gables Capital Management
Florida
$8.48K +$8.48K +288 New
NC
431
North Capital
Utah
$7.36K -$7.36K -250 -50%
BHWM
432
Bay Harbor Wealth Management
Maryland
$6.03K +$6.03K +205 New
JWA
433
JFS Wealth Advisors
Pennsylvania
$4.56K
VCM
434
Versant Capital Management
Arizona
$4.06K
CT
435
Colonial Trust
South Carolina
$2.27K +$1.27K +43 +126%
RDFA
436
Ritter Daniher Financial Advisory
Ohio
$444 +$444 +15 New
FCAS
437
First Command Advisory Services
Texas
$265 +$265 +9 New
BWL
438
Bogart Wealth LLC
Virginia
$88
MCA
439
Maryland Capital Advisors
Maryland
$59 +$30 +1 +100%
APF
440
Alaska Permanent Fund
Alaska
-$202M -7,620,911 Closed
YCG
441
Yeomans Consulting Group
Georgia
-$7.43M -263,991 Closed
ACP
442
Aveo Capital Partners
Colorado
-$5.39M -198,503 Closed
Goldman Sachs
443
Goldman Sachs
New York
-$3M -106,607 Closed
GPWM
444
Grant Private Wealth Management
California
-$1.85M -65,731 Closed
MWM
445
Mattern Wealth Management
Kansas
-$1.79M -63,532 Closed
CP
446
Capital Planning
Washington
-$904K -32,111 Closed
Two Sigma Investments
447
Two Sigma Investments
New York
-$887K -31,500 Closed
QC
448
Quadrature Capital
United Kingdom
-$842K -29,940 Closed
GGS
449
Galvin Gaustad & Stein
Arizona
-$589K -20,934 Closed
CWA
450
CogentBlue Wealth Advisors
Tennessee
-$551K -19,578 Closed