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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
MAM
126
Marquette Asset Management
Minnesota
$4.93M
BH
127
Burk Holdings
Oklahoma
$4.83M
PWP
128
Parkwoods Wealth Partners
New York
$4.72M
AIS
129
American Investment Services
Massachusetts
$4.69M
FFM
130
Forum Financial Management
Illinois
$4.51M
LF
131
Lantz Financial
Illinois
$4.43M
ACP
132
Aviance Capital Partners
Florida
$4.31M
CCA
133
Cravens & Co Advisors
Tennessee
$4.31M
HIGP
134
Hill Investment Group Partners
Missouri
$4.28M
FA
135
Fermata Advisors
California
$4.24M
XPN
136
XY Planning Network
Montana
$4.21M
SFA
137
Sequoia Financial Advisors
Ohio
$4.19M
SCA
138
Strathmore Capital Advisors
North Carolina
$4.16M
SC
139
Schoolcraft Capital
Colorado
$4.14M
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$4.14M
Jones Financial Companies
141
Jones Financial Companies
Missouri
$4.1M
SFM
142
Signet Financial Management
New Jersey
$3.96M
Two Sigma Investments
143
Two Sigma Investments
New York
$3.96M
SWG
144
Summit Wealth Group
Vermont
$3.91M
AA
145
Advisory Alpha
Michigan
$3.87M
C1AG
146
Client 1st Advisory Group
Florida
$3.84M
DI
147
Disciplined Investors
Texas
$3.75M
MWM
148
McMill Wealth Management
Nebraska
$3.74M
ICMP
149
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.72M
MWM
150
Melfa Wealth Management
Massachusetts
$3.67M