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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 %
CTC
601
Central Trust Company
Missouri
$87.7K
RI
602
Ridgewood Investments
New Jersey
$86.7K
EBA
603
Eagle Bay Advisors
New York
$82K
HR
604
Howe & Rusling
New York
$76.7K
HNB
605
Hilltop National Bank
Wyoming
$71.9K
NIC
606
Northwest Investment Counselors
Oregon
$70.2K +$70.2K +1,083 New
PGAM
607
Princeton Global Asset Management
New Jersey
$69.4K
GWANC
608
Guardian Wealth Advisors (North Carolina)
North Carolina
$64.9K
MG
609
MilWealth Group
Wisconsin
$63.7K +$63.7K +981 New
HGA
610
Hobbs Group Advisors
South Carolina
$62.3K +$62.3K +961 New
FDCP
611
Foster Dykema Cabot & Partners
Massachusetts
$59.5K
NS
612
NBC Securities
Alabama
$59K
DFA
613
DHJJ Financial Advisors
Illinois
$55.4K
HNB
614
Huntington National Bank
Ohio
$54.5K -$50.5K
SN
615
Sittner & Nelson
Oregon
$51.1K
SRCM
616
Signature Resources Capital Management
California
$50.5K
PCFFS
617
Pacific Center for Financial Services
California
$47.7K
FUBT
618
First United Bank & Trust
Maryland
$43.8K
CAS
619
Coppell Advisory Solutions
Texas
$43.3K
RPCA
620
Running Point Capital Advisors
California
$41K
PWMG
621
Private Wealth Management Group
New Jersey
$39.2K
TC
622
Truvestments Capital
Florida
$38K +$38K +587 New
SIC
623
Salem Investment Counselors
North Carolina
$28.3K
FWP
624
FAS Wealth Partners
Kansas
$28K
FHA
625
First Horizon Advisors
Tennessee
$27.8K