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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
TWA
101
TCI Wealth Advisors
Arizona
$7.55M
PWM
102
PBMares Wealth Management
Virginia
$7.51M
ACM
103
Aspen Capital Management
Idaho
$7.46M
ME
104
McIlrath & Eck
Washington
$7.06M
EWA
105
EQ Wealth Advisors
Texas
$6.91M
SWM
106
Sentinel Wealth Management
Virginia
$6.88M
BPA
107
Beacon Pointe Advisors
California
$6.14M
CFO
108
Collective Family Office
Pennsylvania
$6.03M
VPWA
109
Vestia Personal Wealth Advisors
Indiana
$5.67M
Stifel Financial
110
Stifel Financial
Missouri
$5.48M
PFM
111
Phillips Financial Management
Indiana
$5.37M
HFA
112
Hippocratic Financial Advisors
California
$5.13M
GCA
113
Gradient Capital Advisors
California
$5.07M
AA
114
Ancora Advisors
Ohio
$5.03M
KW
115
Keyvantage Wealth
Pennsylvania
$5.02M
FFM
116
Forum Financial Management
Illinois
$4.92M
VPF
117
Vantage Point Financial
Illinois
$4.85M
PS
118
Pinney & Scofield
Massachusetts
$4.71M
PFA
119
Pillar Financial Advisors
Kentucky
$4.67M
PFA
120
Pettinga Financial Advisors
Indiana
$4.56M
MAM
121
Marquette Asset Management
Minnesota
$4.56M
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$4.54M
FFA
123
Farther Finance Advisors
California
$4.52M
EFA
124
Efficient Frontier Advisors
Connecticut
$4.48M
BH
125
Burk Holdings
Oklahoma
$4.43M