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Dimensional US Small Cap Value ETF

442 hedge funds and large institutions have $3.66B invested in Dimensional US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 256 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
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
JTWM
26
Jackson Thornton Wealth Management
Alabama
$27.9M
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$27.6M
EAM
28
Evanson Asset Management
California
$26.8M
SCM
29
Stordahl Capital Management
Colorado
$26.4M
Osaic Holdings
30
Osaic Holdings
Arizona
$25.8M
UWM
31
United Wealth Management
Virginia
$24.8M
HighTower Advisors
32
HighTower Advisors
Illinois
$24.6M
SWM
33
Seaside Wealth Management
California
$24.5M
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$24.5M
VBA
35
von Borstel & Associates
Oregon
$24.5M
JC
36
Jentner Corp
Ohio
$24.5M
EFN
37
Equita Financial Network
Pennsylvania
$24.3M
NA
38
NewEdge Advisors
Louisiana
$24.3M
LEFP
39
Leading Edge Financial Planning
Tennessee
$24M
RFP
40
Root Financial Partners
California
$23M
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$22.9M
HWM
42
Hassell Wealth Management
Louisiana
$22.7M
Northern Trust
43
Northern Trust
Illinois
$22.6M
SIAG
44
Safeguard Investment Advisory Group
California
$21.9M
RS
45
Retirement Solution
Washington
$18.6M
ZF
46
Zhang Financial
Michigan
$18.5M
IA
47
Integrity Alliance
Iowa
$18.1M
RK
48
Rather & Kittrell
Tennessee
$17.2M
IWM
49
Integris Wealth Management
California
$16.5M
CPIG
50
Chicago Partners Investment Group
Illinois
$16M