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Dimensional US Small Cap Value ETF

455 hedge funds and large institutions have $4.17B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 247 increasing their positions, 114 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
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
SFP
101
Sterling Financial Planning
New Jersey
$8.92M
BCA
102
Ballentine Capital Advisors
South Carolina
$8.75M
ME
103
McIlrath & Eck
Washington
$8.66M
TWA
104
TCI Wealth Advisors
Arizona
$8.47M
FFA
105
Farther Finance Advisors
California
$8.43M
TIM
106
Tortoise Investment Management
New York
$8.41M
ACM
107
Aspen Capital Management
Idaho
$8.3M
MML Investors Services
108
MML Investors Services
Massachusetts
$7.99M
SWM
109
Sentinel Wealth Management
Virginia
$7.62M
EWA
110
EQ Wealth Advisors
Texas
$7.38M
VPWA
111
Vestia Personal Wealth Advisors
Indiana
$7.36M
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$6.72M
CFO
113
Collective Family Office
Pennsylvania
$6.59M
Stifel Financial
114
Stifel Financial
Missouri
$6.11M
PS
115
Pinney & Scofield
Massachusetts
$6.03M
SMA
116
Seven Mile Advisory
New Jersey
$5.94M
MGIA
117
Moneta Group Investment Advisors
Missouri
$5.86M
PFM
118
Phillips Financial Management
Indiana
$5.86M
GCA
119
Gradient Capital Advisors
California
$5.74M
PFA
120
Pettinga Financial Advisors
Indiana
$5.64M
HFA
121
Hippocratic Financial Advisors
California
$5.58M
AA
122
Ancora Advisors
Ohio
$5.51M
KW
123
Keyvantage Wealth
Pennsylvania
$5.51M
PFA
124
Pillar Financial Advisors
Kentucky
$5.39M
VPF
125
Vantage Point Financial
Illinois
$5.28M