DFAS icon

Dimensional US Small Cap ETF

651 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, 173 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.42%
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
173
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ATI
401
ARK & TLK Investments
Oklahoma
$661K -$48.3K -745 -7%
CAMG
402
CWA Asset Management Group
Florida
$661K +$661K +10,189 New
MWA
403
Mills Wealth Advisors
Texas
$652K +$153K +2,359 +31%
Jane Street
404
Jane Street
New York
$647K -$321K -4,944 -33%
D.E. Shaw & Co
405
D.E. Shaw & Co
New York
$636K -$1.86M -28,657 -74%
EFS
406
Essex Financial Services
Connecticut
$627K +$65 +1 +0%
BPWM
407
Black Point Wealth Management
Florida
$625K +$100K +1,545 +19%
BFA
408
Beacon Financial Advisory
Ohio
$624K +$35.3K +544 +6%
S
409
SignatureFD
Georgia
$620K -$168K -2,591 -21%
SMA
410
Seven Mile Advisory
New Jersey
$618K +$1.49K +23 +0.2%
PFP
411
Pinnacle Financial Partners
Tennessee
$605K
WPW
412
Watershed Private Wealth
Illinois
$602K -$130 -2 -0%
KCPG
413
Kavar Capital Partners Group
Kansas
$600K +$713 +11 +0.1%
SPC
414
Sigma Planning Corp
Michigan
$600K -$72.9K -1,124 -11%
CWM
415
Congress Wealth Management
Massachusetts
$598K -$4.09K -63 -0.7%
AWM
416
Avior Wealth Management
Nebraska
$589K -$3.5K -54 -0.6%
TA
417
TrueWealth Advisors
Alabama
$587K +$20.8K +320 +4%
CIA
418
Capital Investment Advisors
Georgia
$585K +$19.9K +307 +4%
EW
419
Evoke Wealth
California
$581K +$126K +1,935 +28%
AWM
420
Apollon Wealth Management
South Carolina
$580K -$62.3K -961 -10%
KeyBank National Association
421
KeyBank National Association
Ohio
$580K +$69.1K +1,066 +14%
FTUS
422
Flow Traders U.S.
New York
$578K -$358K -5,513 -38%
PC
423
Peavine Capital
Nevada
$577K
HWM
424
HFG Wealth Management
Texas
$576K
MIC
425
Meridian Investment Counsel
California
$571K