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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
Holders Change %
% of All Funds
Holding in Top 10
54
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
CWP
426
Concord Wealth Partners
Virginia
$11.7K
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
GWSG
430
GPS Wealth Strategies Group
Colorado
$9.54K
GCM
431
Gables Capital Management
Florida
$8.48K
NC
432
North Capital
Utah
$7.36K
BHWM
433
Bay Harbor Wealth Management
Maryland
$6.03K
JWA
434
JFS Wealth Advisors
Pennsylvania
$4.56K
VCM
435
Versant Capital Management
Arizona
$4.06K
CT
436
Colonial Trust
South Carolina
$2.27K
RDFA
437
Ritter Daniher Financial Advisory
Ohio
$444
FCAS
438
First Command Advisory Services
Texas
$265
BWL
439
Bogart Wealth LLC
Virginia
$88
MCA
440
Maryland Capital Advisors
Maryland
$59
APF
441
Alaska Permanent Fund
Alaska
YCG
442
Yeomans Consulting Group
Georgia
ACP
443
Aveo Capital Partners
Colorado
Goldman Sachs
444
Goldman Sachs
New York
GPWM
445
Grant Private Wealth Management
California
MWM
446
Mattern Wealth Management
Kansas
CP
447
Capital Planning
Washington
Two Sigma Investments
448
Two Sigma Investments
New York
QC
449
Quadrature Capital
United Kingdom
GGS
450
Galvin Gaustad & Stein
Arizona