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