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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
XPN
126
XY Planning Network
Montana
$4.21M
DWS
127
Discipline Wealth Solutions
South Carolina
$4.2M
FA
128
Fermata Advisors
California
$4.03M
AIS
129
American Investment Services
Massachusetts
$4.01M
HIGP
130
Hill Investment Group Partners
Missouri
$3.95M
SC
131
Schoolcraft Capital
Colorado
$3.92M
ACP
132
Aviance Capital Partners
Florida
$3.9M
CCA
133
Cravens & Co Advisors
Tennessee
$3.89M
SCA
134
Strathmore Capital Advisors
North Carolina
$3.81M
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$3.78M
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$3.77M
SFM
137
Signet Financial Management
New Jersey
$3.75M
LF
138
Lantz Financial
Illinois
$3.75M
Jones Financial Companies
139
Jones Financial Companies
Missouri
$3.56M
AFG
140
ABLE Financial Group
Arizona
$3.53M
SWG
141
Summit Wealth Group
Vermont
$3.46M
SWGC
142
Summit Wealth Group (Colorado)
Colorado
$3.44M
DI
143
Disciplined Investors
Texas
$3.44M
QFA
144
Quantum Financial Advisors
California
$3.35M
B
145
BetterWealth
California
$3.32M
AA
146
Advisory Alpha
Michigan
$3.29M
IA
147
IFG Advisory
Georgia
$3.18M
Truist Financial
148
Truist Financial
North Carolina
$3.15M
TH
149
Team Hewins
California
$3.14M
MWM
150
Melfa Wealth Management
Massachusetts
$3.13M