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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
SHFA
151
SC&H Financial Advisors
Maryland
$3.13M
LG
152
LAM Group
Oregon
$3.09M
W
153
WealthCollab
Washington
$3.09M
QC
154
Quent Capital
New York
$3.03M
MWM
155
McMill Wealth Management
Nebraska
$2.93M
WHCI
156
W.H. Cornerstone Investments
Massachusetts
$2.88M
MWG
157
Martin Worley Group
Utah
$2.85M
TIAM2
158
Tru Independence Asset Management 2
Oregon
$2.84M
C1AG
159
Client 1st Advisory Group
Florida
$2.78M
PAS
160
Park Avenue Securities
New York
$2.76M
OWA
161
Oak Wealth Advisors
Illinois
$2.73M
LFA
162
Level Financial Advisors
New York
$2.73M
Citadel Advisors
163
Citadel Advisors
Florida
$2.73M
FS
164
Financial Symmetry
North Carolina
$2.69M
APW
165
Austin Private Wealth
Texas
$2.68M
IWC
166
Integrated Wealth Concepts
Massachusetts
$2.66M
BTI
167
Blue Trust Inc
Georgia
$2.65M
SFG
168
SNS Financial Group
Minnesota
$2.65M
CA
169
Clune & Associates
Illinois
$2.65M
TWCA
170
Two West Capital Advisors
Kansas
$2.6M
SIS
171
Strategic Investment Solutions
Illinois
$2.58M
SIMC
172
Squire Investment Management Company
Utah
$2.51M
VAG
173
Vannoy Advisory Group
Texas
$2.48M
LWM
174
LJI Wealth Management
Indiana
$2.33M
SC
175
Schubert & Co
Texas
$2.32M