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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 %
SEA
451
Stegent Equity Advisors
Texas
$443K -$5.32K -82 -1%
LGWM
452
Litman Gregory Wealth Management
California
$439K
MW
453
Marcum Wealth
Ohio
$439K +$1.1K +17 +0.3%
SSW
454
Stone Summit Wealth
Florida
$437K
PTC
455
Private Trust Company
Ohio
$437K +$17.4K +269 +4%
MWC
456
MBM Wealth Consultants
Missouri
$433K
BJL
457
Brighton Jones LLC
Washington
$429K -$51K -787 -11%
BFA
458
Bill Few Associates
Pennsylvania
$426K
NRI
459
NFP Retirement Inc
California
$425K +$188K +2,891 +79%
CSI
460
Cross Staff Investments
New York
$422K
SCA
461
Snowden Capital Advisors
New York
$421K +$421K +6,491 New
AWP
462
Accretive Wealth Partners
New Jersey
$418K
WT
463
Washington Trust
Rhode Island
$416K
DPI
464
Diversified Portfolios Inc
Michigan
$414K +$5.19K +80 +1%
CIBC Private Wealth Group
465
CIBC Private Wealth Group
Georgia
$413K +$167K +2,581 +68%
BFG
466
Bleakley Financial Group
New Jersey
$412K +$412K +6,355 New
EFG
467
Embree Financial Group
Illinois
$410K +$1.04K +16 +0.3%
RSWM
468
Robertson Stephens Wealth Management
California
$406K +$27.2K +419 +7%
Empower Advisory Group
469
Empower Advisory Group
Colorado
$405K +$405K +6,247 New
AW
470
Atlas Wealth
Ohio
$405K -$650K -10,027 -62%
FS
471
Financial Symmetry
North Carolina
$405K +$106K +1,632 +35%
MFWP
472
Mosaic Family Wealth Partners
Missouri
$404K +$35.7K +551 +10%
PA
473
Parallel Advisors
California
$399K -$15.4K -237 -4%
VWA
474
Visionary Wealth Advisors
Illinois
$397K +$125K +1,933 +46%
ANB
475
Amarillo National Bank
Texas
$394K