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Dimensional US Small Cap Value ETF

324 hedge funds and large institutions have $2.84B invested in Dimensional US Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 190 increasing their positions, 62 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+25
Holders Change %
+8.36%
% of All Funds
4.69%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.58%
New
35
Increased
190
Reduced
62
Closed
8
Calls
$311K
Puts
Net Calls
+$311K
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
276
Rockbridge Investment Management
New York
$208K +$208K +6,747 New
PMG
277
ProVise Management Group
Florida
$207K +$207K +6,719 New
AWA
278
Acorn Wealth Advisors
Michigan
$206K +$206K +6,678 New
MFG
279
Mendota Financial Group
Wisconsin
$205K -$495K -16,067 -71%
FFM
280
Flagstone Financial Management
Nebraska
$203K +$203K +6,587 New
EGA
281
Eagle Global Advisors
Texas
$201K +$201K +6,515 New
AIM
282
Acropolis Investment Management
Missouri
$188K +$188K +6,100 New
Wells Fargo
283
Wells Fargo
California
$131K +$131K +4,266 New
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
$128K +$37.6K +37,555 +41%
WP
285
WealthShield Partners
North Carolina
$125K +$400 +13 +0.3%
TRCT
286
Tower Research Capital (TRC)
New York
$115K +$115K +3,730 New
PTC
287
Private Trust Company
Ohio
$99.4K
ACA
288
Aptus Capital Advisors
Alabama
$89.3K +$78K +2,531 +688%
SRCM
289
Signature Resources Capital Management
California
$82.4K -$287K -9,312 -78%
MSWM
290
Mowery & Schoenfeld Wealth Management
Illinois
$71.4K
GEA
291
Glen Eagle Advisors
New Jersey
$69.3K
TLA
292
Tanglewood Legacy Advisors
Texas
$62.6K
US Bancorp
293
US Bancorp
Minnesota
$58K
MFC
294
Morris Financial Concepts
South Carolina
$53.4K
Comerica Bank
295
Comerica Bank
Texas
$50.8K +$8.19K +266 +19%
ADL
296
Asset Dedication LLC
California
$31.2K
CSWM
297
Cassady Schiller Wealth Management
Ohio
$30.4K
LFG
298
Larson Financial Group
Missouri
$28K +$92 +3 +0.3%
SIC
299
SJS Investment Consulting
Ohio
$27.7K
PCA
300
Providence Capital Advisors
North Carolina
$27.6K