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Dimensional US Small Cap Value ETF

457 hedge funds and large institutions have $4.18B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 249 increasing their positions, 114 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
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
QHA
201
Quarry Hill Advisors
Minnesota
$2.08M
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$2.08M
EB
203
Emprise Bank
Kansas
$2.06M
TWD
204
True Wealth Design
Ohio
$2.03M
MFT
205
Moisand Fitzgerald Tamayo
Florida
$2.02M
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$2.02M
FNBT
207
FineMark National Bank & Trust
Florida
$2.01M
GPWM
208
Grant Private Wealth Management
California
$1.98M
FWP
209
Firethorn Wealth Partners
Georgia
$1.97M
MWM
210
Mission Wealth Management
California
$1.89M
Citadel Advisors
211
Citadel Advisors
Florida
$1.87M
AA
212
Aire Advisors
California
$1.87M
SAG
213
SageView Advisory Group
California
$1.86M
AWMM
214
Aegis Wealth Management (Maryland)
Maryland
$1.78M
DWM
215
Dopkins Wealth Management
New York
$1.78M
MWM
216
Meritas Wealth Management
California
$1.65M
DWM
217
Daner Wealth Management
Georgia
$1.6M
DWA
218
Delap Wealth Advisory
Oregon
$1.56M
QWM
219
Quadcap Wealth Management
Texas
$1.54M
WCWM
220
Willow Creek Wealth Management
California
$1.54M
MWA
221
Monograph Wealth Advisors
California
$1.53M
MSF
222
Mustard Seed Financial
Arkansas
$1.52M
Wealthfront Advisers
223
Wealthfront Advisers
California
$1.52M
BAM
224
Bayshore Asset Management
Florida
$1.51M
GVAG
225
Great Valley Advisor Group
Delaware
$1.5M