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Dimensional US Small Cap ETF

650 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 172 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.4%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
172
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WANY
226
Wealthspire Advisors (New York)
New York
$3.28M +$3.28M +50,611 New
FIM
227
Freedom Investment Management
Connecticut
$3.22M -$25.5K -393 -0.8%
RA
228
RFG Advisory
Alabama
$3.21M +$83.5K +1,288 +3%
FWM
229
Forza Wealth Management
Florida
$3.16M +$1.02M +15,730 +48%
KFA
230
Kelleher Financial Advisors
New York
$3.13M +$561K +8,651 +22%
SSB
231
Sandy Spring Bank
Maryland
$3.05M +$92.6K +1,428 +3%
PA
232
PFG Advisors
Arizona
$3.01M +$175K +2,703 +6%
SC
233
Schoolcraft Capital
Colorado
$2.99M +$34K +524 +1%
BCM
234
Blume Capital Management
California
$2.96M -$6.49K -100 -0.2%
RCI
235
RS Crum Inc
California
$2.88M -$52.1K -804 -2%
SAM
236
Smartleaf Asset Management
Massachusetts
$2.82M +$308K +4,753 +12%
HIA
237
HTG Investment Advisors
Connecticut
$2.82M +$123K +1,891 +5%
PTP
238
Platform Technology Partners
New York
$2.8M +$416K +6,409 +17%
QWM
239
Quadcap Wealth Management
Texas
$2.77M +$250K +3,860 +10%
FCG
240
Financial Connections Group
California
$2.76M -$219K -3,375 -7%
WFA
241
Wade Financial Advisory
California
$2.74M -$120K -1,850 -4%
SSC
242
Syverson Strege & Co
Iowa
$2.7M -$2.94M -45,279 -52%
TAM
243
TCP Asset Management
Ohio
$2.66M +$43.9K +677 +2%
EH
244
Equitable Holdings
New York
$2.66M +$162K +2,494 +6%
NFP
245
Narus Financial Partners
Utah
$2.62M +$80.2K +1,236 +3%
WA
246
Wealthstream Advisors
New York
$2.61M -$51.8K -799 -2%
GPWA
247
Great Point Wealth Advisors
Massachusetts
$2.59M -$23.9K -369 -0.9%
ASFA
248
All Season Financial Advisors
Colorado
$2.55M +$168K +2,592 +7%
BBNB
249
Baker Boyer National Bank
Washington
$2.54M -$27K -417 -1%
LFGO
250
Legacy Financial Group (Oklahoma)
Oklahoma
$2.47M +$355K +5,558 +17%