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Dimensional US Small Cap Value ETF

299 hedge funds and large institutions have $2.27B invested in Dimensional US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+17
Holders Change %
+6.03%
% of All Funds
4.35%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
30
Increased
179
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
276
Larson Financial Group
Missouri
$26.1K +$86 +3 +0.3%
SIC
277
SJS Investment Consulting
Ohio
$25.9K -$17.2K -597 -40%
PCA
278
Providence Capital Advisors
North Carolina
$25.8K
GRP
279
Global Retirement Partners
California
$25.1K +$691 +24 +3%
PA
280
Parallel Advisors
California
$19.6K
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$17.2K +$7.25K +252 +73%
DF
282
DecisionPoint Financial
Arizona
$13K
GWSG
283
GPS Wealth Strategies Group
Colorado
$12.5K +$12.5K +436 New
HNB
284
Huntington National Bank
Ohio
$11.1K
ACA
285
Aptus Capital Advisors
Alabama
$10.6K
GWANC
286
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.6K
EFP
287
EnRich Financial Partners
Wisconsin
$7.83K
BIA
288
Bell Investment Advisors
California
$6.76K +$6.76K +235 New
SAM
289
Smartleaf Asset Management
Massachusetts
$5.64K +$5.64K +198 New
JWA
290
JFS Wealth Advisors
Pennsylvania
$4.46K
CWP
291
Concord Wealth Partners
Virginia
$4.29K +$29 +1 +0.7%
PPA
292
Painted Porch Advisors
California
$4.03K +$4.03K +140 New
VCM
293
Versant Capital Management
Arizona
$3.97K
TAM
294
Tucker Asset Management
Colorado
$2.88K
GI
295
GAMMA Investing
California
$2.79K
AWM
296
Avondale Wealth Management
Texas
$2.7K +$1.03K +36 +62%
HR
297
Howe & Rusling
New York
$1.73K
GFPC
298
Global Financial Private Client
Florida
$1.58K +$1.58K +55 New
QCG
299
Quadrant Capital Group
Ohio
$87
Fidelity Investments
300
Fidelity Investments
Massachusetts
$29