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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
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
UWM
30
United Wealth Management
Virginia
$24.8M
HighTower Advisors
31
HighTower Advisors
Illinois
$24.6M
SWM
32
Seaside Wealth Management
California
$24.5M
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$24.5M
VBA
34
von Borstel & Associates
Oregon
$24.5M
JC
35
Jentner Corp
Ohio
$24.5M
EFN
36
Equita Financial Network
Pennsylvania
$24.3M
NA
37
NewEdge Advisors
Louisiana
$24.3M
LEFP
38
Leading Edge Financial Planning
Tennessee
$24M
RFP
39
Root Financial Partners
California
$23M
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$22.9M
HWM
41
Hassell Wealth Management
Louisiana
$22.7M
Northern Trust
42
Northern Trust
Illinois
$22.6M
SIAG
43
Safeguard Investment Advisory Group
California
$21.9M
RS
44
Retirement Solution
Washington
$18.6M
ZF
45
Zhang Financial
Michigan
$18.5M
IA
46
Integrity Alliance
Iowa
$18.1M
RK
47
Rather & Kittrell
Tennessee
$17.2M
IWM
48
Integris Wealth Management
California
$16.5M
CPIG
49
Chicago Partners Investment Group
Illinois
$16M
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$15.9M