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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
MWM
151
Melfa Wealth Management
Massachusetts
$3.67M
QFA
152
Quantum Financial Advisors
California
$3.65M
AFG
153
ABLE Financial Group
Arizona
$3.59M
QC
154
Quent Capital
New York
$3.46M
LFA
155
Level Financial Advisors
New York
$3.45M
MAM
156
McLean Asset Management
Virginia
$3.39M
FS
157
Financial Symmetry
North Carolina
$3.38M
W
158
WealthCollab
Washington
$3.34M
B
159
BetterWealth
California
$3.28M
TH
160
Team Hewins
California
$3.27M
CA
161
Clune & Associates
Illinois
$3.22M
LG
162
LAM Group
Oregon
$3.22M
WHCI
163
W.H. Cornerstone Investments
Massachusetts
$3.21M
IA
164
IFG Advisory
Georgia
$3.19M
APW
165
Austin Private Wealth
Texas
$3.1M
SIMC
166
Squire Investment Management Company
Utah
$3.08M
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$2.97M
AWA
168
Acorn Wealth Advisors
Michigan
$2.97M
OWA
169
Oak Wealth Advisors
Illinois
$2.93M
Truist Financial
170
Truist Financial
North Carolina
$2.9M
SHFA
171
SC&H Financial Advisors
Maryland
$2.89M
IWC
172
Integrated Wealth Concepts
Massachusetts
$2.88M
BTI
173
Blue Trust Inc
Georgia
$2.87M
TWCA
174
Two West Capital Advisors
Kansas
$2.82M
AIM
175
Advyzon Investment Management
Illinois
$2.82M