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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 Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$11M 365,207 +40,798 +13%
WDL
52
Well Done LLC
Michigan
$10.9M 362,635 +343,217 +1,768%
OA
53
Oceanside Advisors
South Carolina
$10.3M 341,853 +9,803 +3%
KF
54
Krilogy Financial
Missouri
$10.2M 337,688 +6,453 +2%
RK
55
Rather & Kittrell
Tennessee
$9.81M 325,953 +51,715 +19%
AAS
56
Avantax Advisory Services
Texas
$9.67M 321,274 +233,958 +268%
FIM
57
Freedom Investment Management
Connecticut
$9.41M 312,613 -17,636 -5%
TWP
58
Total Wealth Planning
Ohio
$9.08M 301,657 +21,942 +8%
Northern Trust
59
Northern Trust
Illinois
$8.93M 296,787 +40,446 +16%
PA
60
Pinnacle Associates
New York
$8.87M 294,818 -6,480 -2%
PWMAG
61
Pinnacle Wealth Management Advisory Group
New Jersey
$8.87M 294,818 -6,480 -2%
HIGP
62
Hill Investment Group Partners
Missouri
$8.24M 273,882 -14,173 -5%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$8.07M 268,122 +190,473 +245%
FAG
64
Financial Architects (Georgia)
Georgia
$8.05M 267,505 +23,960 +10%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$8M 265,658 +32,318 +14%
WDG
66
Wealth Dimensions Group
Ohio
$7.57M 251,440 +30,031 +14%
AHL
67
Abel Hall LLC
Louisiana
$7.48M 248,495 +13,375 +6%
PWM
68
Perigon Wealth Management
California
$7.41M 246,305 +238,991 +3,268%
DPI
69
Diversified Portfolios Inc
Michigan
$7.41M 246,054 +33,742 +16%
Mariner
70
Mariner
Kansas
$7.28M 241,956 +27,521 +13%
RFP
71
RCS Financial Planning
Maryland
$7.28M 241,745 +8,001 +3%
BCA
72
Ballentine Capital Advisors
South Carolina
$7.26M 243,398 +8,244 +4%
AF
73
Advisornet Financial
Minnesota
$7.25M 241,010 +233,509 +3,113%
PWS
74
Physician Wealth Solutions
Nevada
$7.05M 234,241 +56,290 +32%
CWM
75
Cahill Wealth Management
Michigan
$6.87M 228,126 +9,017 +4%