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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 %
APC
501
Asset Planning Corporation
Tennessee
$329K
CCG
502
Catalina Capital Group
California
$328K +$328K +5,058 New
DI
503
Disciplined Investments
Oklahoma
$328K
MSF
504
Mustard Seed Financial
Arkansas
$325K +$15.2K +235 +5%
BAAM
505
Baker Avenue Asset Management
California
$324K
I
506
INVST
Indiana
$324K -$46.5K -717 -13%
RWM
507
Rockwood Wealth Management
Pennsylvania
$312K +$195 +3 +0.1%
MWM
508
Meritas Wealth Management
California
$312K
BFPW
509
BOK Financial Private Wealth
Colorado
$310K -$35K -540 -10%
AFG
510
Atomi Financial Group
New York
$309K +$2.6K +40 +0.8%
AWA
511
Arbor Wealth Advisors
Michigan
$309K
ST
512
Smithfield Trust
Pennsylvania
$307K +$2.58K +40 +0.8%
FNBT
513
FineMark National Bank & Trust
Florida
$306K +$45.7K +705 +18%
ABWM
514
Alpine Bank Wealth Management
Colorado
$305K +$305K +4,705 New
Lido Advisors
515
Lido Advisors
California
$305K
CA
516
Cornerstone Advisory
Maryland
$302K
SW
517
SteelPeak Wealth
California
$300K
VWA
518
Valued Wealth Advisors
Utah
$300K +$209K +3,223 +229%
HA
519
Hanover Advisors
South Carolina
$297K -$39.7K -612 -12%
FRA
520
Frank Rimerman Advisors
California
$297K
HH
521
Hilltop Holdings
Texas
$295K +$295K +4,551 New
LA
522
Lynch & Associates
Indiana
$295K +$37.4K +576 +14%
M&T Bank
523
M&T Bank
New York
$295K
MFS
524
McNamara Financial Services
Massachusetts
$292K +$292K +4,503 New
RWM
525
RKL Wealth Management
Pennsylvania
$289K