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Dimensional US Small Cap Value ETF

395 hedge funds and large institutions have $3.25B invested in Dimensional US Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 185 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+71
Holders Change %
+21.91%
% of All Funds
5.26%
Holding in Top 10
56
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+40%
% of All Funds
0.75%
New
89
Increased
185
Reduced
78
Closed
11
Calls
$18K
Puts
$252K
Net Calls
-$234K
Net Calls Change
-$545K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
351
WealthShield Partners
North Carolina
$120K -$4.86K -158 -4%
Wells Fargo
352
Wells Fargo
California
$119K -$12K -389 -9%
SRCM
353
Signature Resources Capital Management
California
$85.4K +$3.02K +98 +4%
VWA
354
VSM Wealth Advisory
Maryland
$83.2K +$83.2K +2,704 New
GEA
355
Glen Eagle Advisors
New Jersey
$69.3K
TLA
356
Tanglewood Legacy Advisors
Texas
$62.6K
US Bancorp
357
US Bancorp
Minnesota
$58K
MFC
358
Morris Financial Concepts
South Carolina
$53.4K
RPA
359
Redwood Park Advisors
California
$51.7K +$51.7K +1,681 New
Comerica Bank
360
Comerica Bank
Texas
$51.1K +$277 +9 +0.5%
SIM
361
Studio Investment Management
Illinois
$39.4K +$39.4K +1,279 New
HNB
362
Huntington National Bank
Ohio
$32.3K
ADL
363
Asset Dedication LLC
California
$31.2K
HFS
364
Hantz Financial Services
Michigan
$31K +$27.1K +884 +696%
CSWM
365
Cassady Schiller Wealth Management
Ohio
$30.4K
CA
366
Clearstead Advisors
Ohio
$29.2K +$29.2K +950 New
LFG
367
Larson Financial Group
Missouri
$28.1K +$123 +4 +0.4%
SIC
368
SJS Investment Consulting
Ohio
$27.7K
CCA
369
Criterion Capital Advisors
Tennessee
$26.2K
GRP
370
Global Retirement Partners
California
$25.3K -$1.05K -34 -4%
AWM
371
AE Wealth Management
Kansas
$24.3K +$24.3K +788 New
CMP
372
Coston McIsaac & Partners
Maine
$21K +$21K +719 New
PA
373
Parallel Advisors
California
$20.9K
IA
374
IFP Advisors
Florida
$17.1K +$8.47K +275 +98%
VWM
375
Vermillion Wealth Management
Minnesota
$16.3K +$16.3K +528 New