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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
GP
76
Greenline Partners
New York
$12.3M
Mariner
77
Mariner
Kansas
$11.6M
TFA
78
Tobias Financial Advisors
Florida
$11.6M
NWM
79
Navigoe Wealth Management
California
$11.3M
SC
80
Scratch Capital
Idaho
$11.2M
RA
81
RFG Advisory
Alabama
$10.9M
FWMP
82
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$10.6M
MPCL
83
My Personal CFO LLC
Washington
$10.6M
KAM
84
KEB Asset Management
Illinois
$10.6M
Financial Engines Advisors
85
Financial Engines Advisors
California
$10.5M
PA
86
Pinnacle Associates
New York
$10.5M
PWMAG
87
Pinnacle Wealth Management Advisory Group
New Jersey
$10.5M
AFA
88
Avant Financial Advisors
Texas
$10.4M
FIM
89
Freedom Investment Management
Connecticut
$10.1M
KAS
90
Kestra Advisory Services
Texas
$10.1M
AF
91
Advisornet Financial
Minnesota
$10M
RFP
92
RCS Financial Planning
Maryland
$9.84M
AHL
93
Abel Hall LLC
Louisiana
$9.78M
PWM
94
PBMares Wealth Management
Virginia
$9.71M
FAG
95
Financial Architects (Georgia)
Georgia
$9.69M
PL
96
Plancorp LLC
Missouri
$9.69M
BCI
97
Brinker Capital Investments
Pennsylvania
$9.53M
BAM
98
BOS Asset Management
Illinois
$9.42M
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$9.13M
SFP
100
Sterling Financial Planning
New Jersey
$8.92M