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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
CL
176
CSS LLC
Illinois
$2.73M
TIAM2
177
Tru Independence Asset Management 2
Oregon
$2.73M
VAG
178
Vannoy Advisory Group
Texas
$2.71M
AUB
179
Atlantic Union Bankshares
Virginia
$2.61M
AA
180
Alpha Advisors
Virginia
$2.61M
SC
181
Schubert & Co
Texas
$2.54M
NWM
182
Northwest Wealth Management
Iowa
$2.53M
RCAG
183
Rehmann Capital Advisory Group
Michigan
$2.47M
RGC
184
Roberts, Glore & Co
Illinois
$2.41M
VW
185
Vance Wealth
California
$2.41M
VFG
186
V2 Financial group
Illinois
$2.37M
LFGO
187
Legacy Financial Group (Oklahoma)
Oklahoma
$2.36M
EK
188
Evensky & Katz
Florida
$2.3M
RWM
189
Ruedi Wealth Management
Illinois
$2.3M
BMWS
190
Brady Martz Wealth Solutions
North Dakota
$2.29M
P
191
&Partners
Tennessee
$2.24M
KWA
192
Kingswood Wealth Advisors
California
$2.2M
MCM
193
MAI Capital Management
Ohio
$2.11M
GCM
194
Gibraltar Capital Management
Oklahoma
$2.1M
QHA
195
Quarry Hill Advisors
Minnesota
$2.08M
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$2.08M
EB
197
Emprise Bank
Kansas
$2.06M
TWD
198
True Wealth Design
Ohio
$2.03M
MFT
199
Moisand Fitzgerald Tamayo
Florida
$2.02M
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$2.02M