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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 %
CWP
426
Concord Wealth Partners
Virginia
$11.7K +$29 +1 +0.3%
TCM
427
TruNorth Capital Management
Michigan
$10.9K
GWANC
428
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.8K
Qube Research & Technologies (QRT)
429
Qube Research & Technologies (QRT)
United Kingdom
$10.5K +$10.5K +357 New
GWSG
430
GPS Wealth Strategies Group
Colorado
$9.54K -$3.3K -112 -26%
GCM
431
Gables Capital Management
Florida
$8.48K +$8.48K +288 New
NC
432
North Capital
Utah
$7.36K -$7.36K -250 -50%
BHWM
433
Bay Harbor Wealth Management
Maryland
$6.03K +$6.03K +205 New
JWA
434
JFS Wealth Advisors
Pennsylvania
$4.56K
VCM
435
Versant Capital Management
Arizona
$4.06K
CT
436
Colonial Trust
South Carolina
$2.27K +$1.27K +43 +126%
RDFA
437
Ritter Daniher Financial Advisory
Ohio
$444 +$444 +15 New
FCAS
438
First Command Advisory Services
Texas
$265 +$265 +9 New
BWL
439
Bogart Wealth LLC
Virginia
$88
MCA
440
Maryland Capital Advisors
Maryland
$59 +$30 +1 +100%
APF
441
Alaska Permanent Fund
Alaska
-$202M -7,620,911 Closed
YCG
442
Yeomans Consulting Group
Georgia
-$7.43M -263,991 Closed
ACP
443
Aveo Capital Partners
Colorado
-$5.39M -198,503 Closed
Goldman Sachs
444
Goldman Sachs
New York
-$3M -106,607 Closed
GPWM
445
Grant Private Wealth Management
California
-$1.85M -65,731 Closed
MWM
446
Mattern Wealth Management
Kansas
-$1.79M -63,532 Closed
CP
447
Capital Planning
Washington
-$904K -32,111 Closed
Two Sigma Investments
448
Two Sigma Investments
New York
-$887K -31,500 Closed
QC
449
Quadrature Capital
United Kingdom
-$842K -29,940 Closed
GGS
450
Galvin Gaustad & Stein
Arizona
-$589K -20,934 Closed