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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
FNBT
201
FineMark National Bank & Trust
Florida
$2.01M
GPWM
202
Grant Private Wealth Management
California
$1.98M
FWP
203
Firethorn Wealth Partners
Georgia
$1.97M
MWM
204
Mission Wealth Management
California
$1.89M
Citadel Advisors
205
Citadel Advisors
Florida
$1.87M
AA
206
Aire Advisors
California
$1.87M
SAG
207
SageView Advisory Group
California
$1.86M
AWM
208
Aegis Wealth Management
Maryland
$1.78M
DWM
209
Dopkins Wealth Management
New York
$1.78M
MWM
210
Meritas Wealth Management
California
$1.65M
DWM
211
Daner Wealth Management
Georgia
$1.6M
DWA
212
Delap Wealth Advisory
Oregon
$1.56M
QWM
213
Quadcap Wealth Management
Texas
$1.54M
WCWM
214
Willow Creek Wealth Management
California
$1.54M
MWA
215
Monograph Wealth Advisors
California
$1.53M
MSF
216
Mustard Seed Financial
Arkansas
$1.52M
Wealthfront Advisers
217
Wealthfront Advisers
California
$1.52M
BAM
218
Bayshore Asset Management
Florida
$1.51M
GVAG
219
Great Valley Advisor Group
Delaware
$1.5M
WWM
220
Waterway Wealth Management
Texas
$1.5M
BW
221
BIP Wealth
Georgia
$1.5M
GAM
222
Gemmer Asset Management
California
$1.49M
RWM
223
Rockwood Wealth Management
Pennsylvania
$1.49M
AAM
224
Austin Asset Management
Texas
$1.47M
Citigroup
225
Citigroup
New York
$1.46M