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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
NL
176
NKCFO LLC
Illinois
$2.82M
SFG
177
SNS Financial Group
Minnesota
$2.79M
CL
178
CSS LLC
Illinois
$2.73M
TIAM2
179
Tru Independence Asset Management 2
Oregon
$2.73M
VAG
180
Vannoy Advisory Group
Texas
$2.71M
AUB
181
Atlantic Union Bankshares
Virginia
$2.61M
AA
182
Alpha Advisors
Virginia
$2.61M
SC
183
Schubert & Co
Texas
$2.54M
NWM
184
Northwest Wealth Management
Iowa
$2.53M
RCAG
185
Rehmann Capital Advisory Group
Michigan
$2.47M
RGC
186
Roberts, Glore & Co
Illinois
$2.41M
VW
187
Vance Wealth
California
$2.41M
SIS
188
Strategic Investment Solutions
Illinois
$2.38M
VFG
189
V2 Financial group
Illinois
$2.37M
LFGO
190
Legacy Financial Group (Oklahoma)
Oklahoma
$2.36M
EK
191
Evensky & Katz
Florida
$2.3M
RWM
192
Ruedi Wealth Management
Illinois
$2.3M
BMWS
193
Brady Martz Wealth Solutions
North Dakota
$2.29M
LA
194
Lindenwold Advisors
Pennsylvania
$2.24M
P
195
&Partners
Tennessee
$2.24M
KWA
196
Kingswood Wealth Advisors
California
$2.2M
MCM
197
MAI Capital Management
Ohio
$2.11M
GCM
198
Gibraltar Capital Management
Oklahoma
$2.1M
QHA
199
Quarry Hill Advisors
Minnesota
$2.08M
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$2.08M