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Dimensional US Small Cap Value ETF

282 hedge funds and large institutions have $2.08B invested in Dimensional US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 180 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
282
Holders Change
+23
Holders Change %
+8.88%
% of All Funds
4.09%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
180
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
251
WealthShield Partners
North Carolina
$121K -$26.8K -889 -18%
MSWM
252
Mowery & Schoenfeld Wealth Management
Illinois
$110K -$60.5K -2,011 -36%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$92K +$84.8K +84,446 +1,173%
GEA
254
Glen Eagle Advisors
New Jersey
$67.7K
PTC
255
Private Trust Company
Ohio
$67K
TLA
256
Tanglewood Legacy Advisors
Texas
$61.2K -$224K -7,435 -79%
US Bancorp
257
US Bancorp
Minnesota
$56.7K -$9.6K -319 -14%
MFC
258
Morris Financial Concepts
South Carolina
$53.6K +$4.33K +144 +9%
SIC
259
SJS Investment Consulting
Ohio
$45.1K -$3.76K -125 -8%
Comerica Bank
260
Comerica Bank
Texas
$31.5K +$452 +15 +1%
ADL
261
Asset Dedication LLC
California
$30K +$147 +5 +0.5%
CSWM
262
Cassady Schiller Wealth Management
Ohio
$29.7K
LFG
263
Larson Financial Group
Missouri
$27.1K +$60 +2 +0.2%
PCA
264
Providence Capital Advisors
North Carolina
$26.9K +$26.9K +895 New
GRP
265
Global Retirement Partners
California
$25.6K
PA
266
Parallel Advisors
California
$20.5K
DF
267
DecisionPoint Financial
Arizona
$11.8K
ACA
268
Aptus Capital Advisors
Alabama
$11.1K +$11.1K +368 New
GWANC
269
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.1K +$11.1K +368 New
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$10.4K +$1.75K +58 +20%
MG
271
Mather Group
Illinois
$8.62K +$8.62K +296 New
FSWA
272
Financial Synergies Wealth Advisors
Texas
$8.55K +$903 +30 +12%
EFP
273
EnRich Financial Partners
Wisconsin
$8.19K +$8.19K +272 New
JWA
274
JFS Wealth Advisors
Pennsylvania
$4.67K +$4.67K +155 New
CWP
275
Concord Wealth Partners
Virginia
$4.47K