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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 %
GWP
426
Gateway Wealth Partners
Wisconsin
$550K -$65.2K -1,006 -11%
EGWAG
427
Elwood & Goetz Wealth Advisory Group
Georgia
$549K +$549K +8,462 New
GTAM
428
Global Trust Asset Management
Florida
$539K +$7.46K +115 +1%
PFBT
429
Parkside Financial Bank & Trust
Missouri
$524K -$8.17K -126 -2%
BAWC
430
Boyce & Associates Wealth Consulting
Texas
$522K +$12.8K +197 +3%
AFGAS
431
Allegiance Financial Group Advisory Services
Virginia
$522K +$11.5K +177 +2%
PP
432
PrairieView Partners
Minnesota
$520K -$105K -1,612 -17%
CMAI
433
Capital Management Associates Inc
Minnesota
$516K
JIC
434
Joel Isaacson & Co
New York
$513K +$11.7K +180 +2%
PGFC
435
Peapack-Gladstone Financial Corp
New Jersey
$509K -$780K -12,035 -61%
SAM
436
S.A. Mason
Michigan
$499K +$4.54K +70 +0.9%
CFA
437
CWS Financial Advisors
Michigan
$498K +$498K +7,681 New
W
438
WPWealth
Texas
$492K +$492K +7,582 New
CCM
439
Carlson Capital Management
Minnesota
$492K -$108K -1,659 -18%
BCM
440
Basso Capital Management
Connecticut
$489K
Ameriprise
441
Ameriprise
Minnesota
$489K +$143K +2,203 +41%
OC
442
Oppenheimer & Co
New York
$479K
CFS
443
CRA Financial Services
New Jersey
$478K
LI
444
LRI Investments
Florida
$475K +$475K +6,976 New
SIAG
445
Safeguard Investment Advisory Group
California
$472K -$23.3K -359 -5%
SWM
446
Sanctuary Wealth Management
Idaho
$467K
WCM
447
Wealthcare Capital Management
Virginia
$464K
WWM
448
Western Wealth Management
Colorado
$464K +$21K +324 +5%
AWA
449
Acorn Wealth Advisors
Michigan
$461K +$79.1K +1,220 +21%
FPCP
450
Fort Point Capital Partners
California
$454K