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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.

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 %
GFA
51
Grunden Financial Advisory
Texas
$11.4M +$356K +12,366 +3%
HighTower Advisors
52
HighTower Advisors
Illinois
$11.3M +$505K +17,548 +5%
KF
53
Krilogy Financial
Missouri
$11.2M +$1.46M +50,889 +15%
RK
54
Rather & Kittrell
Tennessee
$11.1M +$1.76M +61,262 +19%
Northern Trust
55
Northern Trust
Illinois
$11.1M +$2.56M +89,044 +30%
WDL
56
Well Done LLC
Michigan
$10.9M +$470K +16,328 +5%
TWP
57
Total Wealth Planning
Ohio
$10.3M +$881K +28,206 +9%
OA
58
Oceanside Advisors
South Carolina
$10.1M +$288K +10,013 +3%
PWS
59
Physician Wealth Solutions
Nevada
$9.99M +$3.25M +112,816 +48%
DPI
60
Diversified Portfolios Inc
Michigan
$9.17M +$2.09M +72,491 +29%
FIM
61
Freedom Investment Management
Connecticut
$9.1M +$103K +3,580 +1%
PWMAG
62
Pinnacle Wealth Management Advisory Group
New Jersey
$8.88M +$395K +13,721 +5%
PA
63
Pinnacle Associates
New York
$8.88M +$395K +13,721 +5%
WDG
64
Wealth Dimensions Group
Ohio
$8.38M +$1.14M +39,578 +16%
AF
65
Allworth Financial
California
$8.04M +$6.51M +213,683 +424%
RFP
66
RCS Financial Planning
Maryland
$8.01M +$1.06M +36,746 +15%
FAG
67
Financial Architects (Georgia)
Georgia
$7.99M +$291K +10,125 +4%
HIGP
68
Hill Investment Group Partners
Missouri
$7.92M -$587K -18,903 -7%
PWM
69
Perigon Wealth Management
California
$7.86M +$771K +26,781 +11%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$7.68M +$121K +4,266 +2%
AHL
71
Abel Hall LLC
Louisiana
$7.57M +$417K +14,486 +6%
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$7.43M +$869K +30,202 +13%
Mariner
73
Mariner
Kansas
$7.39M +$422K +14,659 +6%
BCA
74
Ballentine Capital Advisors
South Carolina
$7.32M +$314K +10,901 +4%
AF
75
Advisornet Financial
Minnesota
$7.27M +$337K +11,725 +5%