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Dimensional US Small Cap ETF

734 hedge funds and large institutions have $7.38B invested in Dimensional US Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 322 increasing their positions, 158 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+83
Holders Change %
+12.75%
% of All Funds
9.77%
Holding in Top 10
107
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+25.88%
% of All Funds
1.42%
New
119
Increased
322
Reduced
158
Closed
22
Calls
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
451
Beacon Financial Advisory
Ohio
$670K +$44.6K +686 +7%
AWP
452
Abacus Wealth Partners
California
$670K -$270K -4,144 -29%
CAMG
453
CWA Asset Management Group
Florida
$663K
Fidelity Investments
454
Fidelity Investments
Massachusetts
$660K +$304K +4,675 +86%
BPWM
455
Black Point Wealth Management
Florida
$651K +$23.3K +358 +4%
TA
456
TrueWealth Advisors
Alabama
$648K +$59.7K +917 +10%
MWPCG
457
Measured Wealth Private Client Group
New Hampshire
$644K -$24.7K -380 -4%
CPSAC
458
Chas P. Smith & Associates (CPS)
Florida
$640K -$94.4K -1,450 -13%
CFO
459
CVA Family Office
Colorado
$631K +$458K +7,035 +265%
CFA
460
CWS Financial Advisors
Michigan
$630K +$130K +2,000 +26%
SPC
461
Sigma Planning Corp
Michigan
$623K +$21K +323 +3%
SMA
462
Seven Mile Advisory
New Jersey
$622K +$1.69K +26 +0.3%
S
463
SignatureFD
Georgia
$622K
CIA
464
Cladis Investment Advisory
Montana
$609K -$78.4K -1,204 -11%
PFP
465
Pinnacle Financial Partners
Tennessee
$607K
AWM
466
Avior Wealth Management
Nebraska
$607K +$15.9K +245 +3%
WPW
467
Watershed Private Wealth
Illinois
$604K
KCPG
468
Kavar Capital Partners Group
Kansas
$603K +$716 +11 +0.1%
CIA
469
Capital Investment Advisors
Georgia
$587K
EW
470
Evoke Wealth
California
$583K
KeyBank National Association
471
KeyBank National Association
Ohio
$582K
PC
472
Peavine Capital
Nevada
$579K
MIC
473
Meridian Investment Counsel
California
$573K
PFA
474
Professional Financial Advisors
Nebraska
$569K +$569K +8,743 New
PWM
475
Perigon Wealth Management
California
$567K +$567K +8,493 New