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Dimensional US Small Cap ETF

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSC
226
Syverson Strege & Co
Iowa
$2.7M -$173K -2,775 -6%
AL
227
ACAS LLC
California
$2.69M +$2.31M +37,116 +616%
DWS
228
Discipline Wealth Solutions
South Carolina
$2.67M +$262K +4,241 +11%
WA
229
Wealthstream Advisors
New York
$2.66M -$16.7K -268 -0.6%
IWM
230
IHT Wealth Management
Illinois
$2.61M -$67.6K -1,084 -3%
PA
231
PFG Advisors
Arizona
$2.57M +$152K +2,432 +6%
GPWA
232
Great Point Wealth Advisors
Massachusetts
$2.53M -$46.1K -740 -2%
SSB
233
Sandy Spring Bank
Maryland
$2.46M +$681K +10,919 +38%
SC
234
Schoolcraft Capital
Colorado
$2.44M +$60.4K +969 +3%
HIA
235
HTG Investment Advisors
Connecticut
$2.41M +$372K +5,963 +18%
UCFA
236
United Capital Financial Advisors
Texas
$2.38M +$374 +6 +0%
CWS
237
Cypress Wealth Services
California
$2.38M +$7.73K +124 +0.3%
FOA
238
Five Oceans Advisors
California
$2.37M -$15.1K -242 -0.6%
NFP
239
Narus Financial Partners
Utah
$2.35M +$173K +2,775 +8%
TAM
240
TCP Asset Management
Ohio
$2.32M +$412K +6,610 +22%
CAM
241
Cresset Asset Management
Illinois
$2.3M +$102K +1,644 +5%
EH
242
Equitable Holdings
New York
$2.3M +$128K +2,057 +6%
CFO
243
Collective Family Office
Pennsylvania
$2.3M -$3.18K -51 -0.1%
WSTAM
244
Wilbanks Smith & Thomas Asset Management
Virginia
$2.28M +$11.8K +189 +0.5%
IF
245
Ironwood Financial
Arizona
$2.27M -$635K -10,179 -22%
WCWM
246
Willow Creek Wealth Management
California
$2.25M -$3.68K -59 -0.2%
WP
247
Wealthspan Partners
Iowa
$2.22M +$1.05M +16,890 +90%
FAIM
248
Financial Advocates Investment Management
Washington
$2.19M +$75.1K +1,205 +4%
Jane Street
249
Jane Street
New York
$2.18M -$1.86M -29,903 -46%
RGF
250
Retirement Guys Formula
Ohio
$2.14M -$110K -1,764 -5%