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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
AFG
201
Altiora Financial Group
Ohio
$1.69M
AWM
202
Aegis Wealth Management
Maryland
$1.67M
DWM
203
Dopkins Wealth Management
New York
$1.66M
DWM
204
Daner Wealth Management
Georgia
$1.63M
UBS Group
205
UBS Group
Switzerland
$1.58M
Renaissance Technologies
206
Renaissance Technologies
New York
$1.54M
FNBT
207
FineMark National Bank & Trust
Florida
$1.52M
MWM
208
Meritas Wealth Management
California
$1.49M
DWA
209
Delap Wealth Advisory
Oregon
$1.44M
QWM
210
Quadcap Wealth Management
Texas
$1.43M
MWA
211
Monograph Wealth Advisors
California
$1.42M
MA
212
Mutual Advisors
Nebraska
$1.41M
MML Investors Services
213
MML Investors Services
Massachusetts
$1.38M
GAM
214
Gemmer Asset Management
California
$1.37M
LA
215
Lindenwold Advisors
Pennsylvania
$1.37M
AAM
216
Austin Asset Management
Texas
$1.36M
SIM
217
Stratos Investment Management
Ohio
$1.35M
BAM
218
Bayshore Asset Management
Florida
$1.35M
CAM
219
CPA Asset Management
Florida
$1.35M
PWM
220
Parkworth Wealth Management
California
$1.35M
MSF
221
Mustard Seed Financial
Arkansas
$1.32M
HA
222
HFG Advisors
Ohio
$1.29M
WPA
223
Wealth Preservation Advisors
Tennessee
$1.29M
GSF
224
Grove Street Fiduciary
New Hampshire
$1.29M
CL
225
CSS LLC
Illinois
$1.26M