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