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Dimensional US Small Cap ETF

573 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 256 increasing their positions, 136 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+75
Holders Change %
+15.06%
% of All Funds
8.4%
Holding in Top 10
83
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+38.33%
% of All Funds
1.22%
New
104
Increased
256
Reduced
136
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
526
SignatureFD
Georgia
$76.9K +$3.46K +58 +5%
EBA
527
Eagle Bay Advisors
New York
$75.4K
Qube Research & Technologies (QRT)
528
Qube Research & Technologies (QRT)
United Kingdom
$74.3K +$43.2K +724 +138%
LFA
529
Level Financial Advisors
New York
$72.3K -$14.1K -237 -16%
LF
530
Lee Financial
Texas
$67.3K
IA
531
IFP Advisors
Florida
$67.2K +$7.75K +130 +13%
Fifth Third Bancorp
532
Fifth Third Bancorp
Ohio
$65.6K -$6.26K -105 -9%
EC
533
EdgeRock Capital
Colorado
$61.5K +$61.5K +1,058 New
ACA
534
Aptus Capital Advisors
Alabama
$59.6K
GWANC
535
Guardian Wealth Advisors (North Carolina)
North Carolina
$59.6K
NSG
536
Nalls Sherbakoff Group
Tennessee
$55.3K +$24.5K +411 +79%
NS
537
NBC Securities
Alabama
$54K
PCMC
538
Private Capital Management (Colorado)
Colorado
$53.1K +$53.1K +890 New
DFA
539
DHJJ Financial Advisors
Illinois
$50.9K
HNB
540
Huntington National Bank
Ohio
$49.4K -$43.5K
VWA
541
Valued Wealth Advisors
Utah
$47.1K +$47.1K +898 New
SN
542
Sittner & Nelson
Oregon
$47K
SRCM
543
Signature Resources Capital Management
California
$46.4K +$46.4K +778 New
FUBT
544
First United Bank & Trust
Maryland
$44.7K +$44.7K +750 New
PCFFS
545
Pacific Center for Financial Services
California
$43.9K
TWA
546
Tandem Wealth Advisors
Arizona
$39.9K +$39.9K +669 New
SIC
547
Salem Investment Counselors
North Carolina
$39.6K +$32K +537 +423%
PWMG
548
Private Wealth Management Group
New Jersey
$36.1K +$36.1K +605 New
TC
549
Truvestments Capital
Florida
$34.7K -$6.91K -116 -17%
EWM
550
Evermay Wealth Management
Virginia
$27.7K