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Dimensional US Small Cap Value ETF

259 hedge funds and large institutions have $1.83B invested in Dimensional US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+40
Holders Change %
+18.26%
% of All Funds
3.8%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.53%
New
63
Increased
133
Reduced
46
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
226
Aspire Wealth Management
Massachusetts
$196K -$291 -10 -0.1%
SWM
227
Spire Wealth Management
Virginia
$174K +$106K +3,778 +156%
MSWM
228
Mowery & Schoenfeld Wealth Management
Illinois
$165K +$165K +5,655 New
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$164K
WP
230
WealthShield Partners
North Carolina
$143K -$12.9K -443 -8%
APC
231
Aspire Private Capital
North Carolina
$141K +$36.2K +1,242 +34%
Jones Financial Companies
232
Jones Financial Companies
Missouri
$135K +$78.4K +2,692 +138%
MSWM
233
McGlone Suttner Wealth Management
Wisconsin
$85.4K +$85.4K +2,932 New
GEA
234
Glen Eagle Advisors
New Jersey
$65.5K
PTC
235
Private Trust Company
Ohio
$64.8K
US Bancorp
236
US Bancorp
Minnesota
$64.2K -$1.86K -64 -3%
MFC
237
Morris Financial Concepts
South Carolina
$47.6K +$5.91K +203 +14%
SIC
238
SJS Investment Consulting
Ohio
$47.2K -$17.5K -601 -27%
AC
239
AlphaCore Capital
California
$30.2K
Comerica Bank
240
Comerica Bank
Texas
$30.1K +$17.5K +600 +139%
ADL
241
Asset Dedication LLC
California
$29K
CSWM
242
Cassady Schiller Wealth Management
Ohio
$28.7K
LFG
243
Larson Financial Group
Missouri
$26.2K
GRP
244
Global Retirement Partners
California
$23.5K +$1.96K +71 +9%
PA
245
Parallel Advisors
California
$19.8K
S
246
SignatureFD
Georgia
$14.4K +$3.49K +120 +32%
DF
247
DecisionPoint Financial
Arizona
$11.9K +$11.9K +410 New
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$8.36K -$87.5K -3,005 -91%
FSWA
249
Financial Synergies Wealth Advisors
Texas
$6.29K -$17.1K -693 -73%
VCM
250
Versant Capital Management
Arizona
$6.26K