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Dimensional US Small Cap Value ETF

448 hedge funds and large institutions have $4.15B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 242 increasing their positions, 112 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
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
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$31.9M
Osaic Holdings
27
Osaic Holdings
Arizona
$31M
EAM
28
Evanson Asset Management
California
$30.3M
SCM
29
Stordahl Capital Management
Colorado
$29.4M
JTWM
30
Jackson Thornton Wealth Management
Alabama
$29.1M
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$28.9M
HighTower Advisors
32
HighTower Advisors
Illinois
$28M
RFP
33
Root Financial Partners
California
$27.9M
LEFP
34
Leading Edge Financial Planning
Tennessee
$27.2M
UWM
35
United Wealth Management
Virginia
$27.1M
SWM
36
Seaside Wealth Management
California
$26.9M
VBA
37
von Borstel & Associates
Oregon
$25.9M
HWM
38
Hassell Wealth Management
Louisiana
$23.8M
NA
39
NewEdge Advisors
Louisiana
$23.2M
M1FG
40
Mach-1 Financial Group
Arkansas
$22.8M
IAS
41
Integrity Advisory Solutions
Texas
$22.8M
SIAG
42
Safeguard Investment Advisory Group
California
$22M
Northern Trust
43
Northern Trust
Illinois
$21.1M
RK
44
Rather & Kittrell
Tennessee
$20.6M
IA
45
Integrity Alliance
Iowa
$20.3M
RS
46
Retirement Solution
Washington
$20.2M
ZF
47
Zhang Financial
Michigan
$20M
DPI
48
Diversified Portfolios Inc
Michigan
$18.9M
IWM
49
Integris Wealth Management
California
$18.3M
EFN
50
Equita Financial Network
Pennsylvania
$17.8M