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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
QFA
151
Quantum Financial Advisors
California
$3.65M
AFG
152
ABLE Financial Group
Arizona
$3.59M
QC
153
Quent Capital
New York
$3.46M
LFA
154
Level Financial Advisors
New York
$3.45M
MAM
155
McLean Asset Management
Virginia
$3.39M
W
156
WealthCollab
Washington
$3.34M
B
157
BetterWealth
California
$3.28M
TH
158
Team Hewins
California
$3.27M
CA
159
Clune & Associates
Illinois
$3.22M
LG
160
LAM Group
Oregon
$3.22M
WHCI
161
W.H. Cornerstone Investments
Massachusetts
$3.21M
IA
162
IFG Advisory
Georgia
$3.19M
APW
163
Austin Private Wealth
Texas
$3.1M
SIMC
164
Squire Investment Management Company
Utah
$3.08M
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$2.97M
AWA
166
Acorn Wealth Advisors
Michigan
$2.97M
OWA
167
Oak Wealth Advisors
Illinois
$2.93M
Truist Financial
168
Truist Financial
North Carolina
$2.9M
SHFA
169
SC&H Financial Advisors
Maryland
$2.89M
IWC
170
Integrated Wealth Concepts
Massachusetts
$2.88M
BTI
171
Blue Trust Inc
Georgia
$2.87M
TWCA
172
Two West Capital Advisors
Kansas
$2.82M
AIM
173
Advyzon Investment Management
Illinois
$2.82M
NL
174
NKCFO LLC
Illinois
$2.82M
SFG
175
SNS Financial Group
Minnesota
$2.79M