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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 %
TFO
76
Timonier Family Office
North Carolina
$10.6M +$1.72M +58,385 +19%
FIM
77
Freedom Investment Management
Connecticut
$10M +$1.37M +46,382 +16%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$9.96M +$244K +8,307 +3%
KAM
79
KEB Asset Management
Illinois
$9.78M +$3.67M +124,669 +60%
RA
80
RFG Advisory
Alabama
$9.73M -$4.41M -149,852 -31%
PA
81
Pinnacle Associates
New York
$9.67M +$214K +7,256 +2%
PWMAG
82
Pinnacle Wealth Management Advisory Group
New Jersey
$9.67M +$214K +7,256 +2%
SC
83
Scratch Capital
Idaho
$9.58M +$4.01M +136,292 +72%
NWM
84
Navigoe Wealth Management
California
$9.54M +$1.56M +53,091 +20%
Financial Engines Advisors
85
Financial Engines Advisors
California
$9.24M +$5.53M +187,782 +149%
AFA
86
Avant Financial Advisors
Texas
$9.16M +$1.28M +43,551 +16%
AF
87
Advisornet Financial
Minnesota
$9.14M +$474K +16,093 +5%
RFP
88
RCS Financial Planning
Maryland
$9M +$121K +4,105 +1%
KAS
89
Kestra Advisory Services
Texas
$8.94M +$539K +18,318 +6%
FAG
90
Financial Architects (Georgia)
Georgia
$8.77M -$317K -10,775 -3%
TFA
91
Tobias Financial Advisors
Florida
$8.56M -$1.17M -39,680 -12%
BAM
92
BOS Asset Management
Illinois
$8.47M +$381K +12,940 +5%
PL
93
Plancorp LLC
Missouri
$8.46M +$4.77M +162,062 +129%
BCI
94
Brinker Capital Investments
Pennsylvania
$8.43M +$6.88M +233,794 +443%
AHL
95
Abel Hall LLC
Louisiana
$8.24M -$277K -9,420 -3%
SFP
96
Sterling Financial Planning
New Jersey
$8.17M +$1.32M +44,782 +19%
PGFC
97
Peapack-Gladstone Financial Corp
New Jersey
$7.97M -$1.73M -58,938 -18%
BCA
98
Ballentine Capital Advisors
South Carolina
$7.8M +$94.2K +3,201 +1%
TIM
99
Tortoise Investment Management
New York
$7.7M +$1.9M +64,501 +33%
FWMP
100
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$7.64M +$1.49M +50,685 +24%