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Dimensional US Small Cap Value ETF

259 hedge funds and large institutions have $1.83B invested in Dimensional US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+40
Holders Change %
+18.26%
% of All Funds
3.8%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.53%
New
63
Increased
133
Reduced
46
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GCA
126
Gradient Capital Advisors
California
$1.6M -$130K -4,475 -8%
DWM
127
Dopkins Wealth Management
New York
$1.54M +$1.54M +53,015 New
CFO
128
Collective Family Office
Pennsylvania
$1.44M +$126K +4,318 +10%
PFA
129
Pettinga Financial Advisors
Indiana
$1.41M +$326K +11,201 +30%
MWA
130
Monograph Wealth Advisors
California
$1.37M +$85.5K +2,936 +7%
LFGO
131
Legacy Financial Group (Oklahoma)
Oklahoma
$1.37M +$267K +9,152 +24%
FA
132
Fermata Advisors
California
$1.33M +$326K +11,186 +32%
LCM
133
Liberty Capital Management
Michigan
$1.32M +$49.5K +1,700 +4%
IAG
134
Investmark Advisory Group
Connecticut
$1.32M +$97.1K +3,333 +8%
Betterment LLC
135
Betterment LLC
New York
$1.31M +$154K +5,276 +13%
RGC
136
Roberts, Glore & Co
Illinois
$1.27M +$86.3K +2,965 +7%
TIM
137
Tortoise Investment Management
New York
$1.25M +$229K +7,860 +22%
PWIA
138
Porter White Investment Advisors
Alabama
$1.24M -$20K -688 -2%
EP
139
Eudaimonia Partners
Tennessee
$1.24M +$1.24M +42,420 New
GTAM
140
Global Trust Asset Management
Florida
$1.2M -$372K -12,761 -24%
FNBT
141
FineMark National Bank & Trust
Florida
$1.14M +$1.14M +39,052 New
WHCI
142
W.H. Cornerstone Investments
Massachusetts
$1.14M +$1.14M +38,996 New
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$1.13M +$474K +16,265 +73%
SC
144
Schubert & Co
Texas
$1.12M -$13.4K -460 -1%
FWP
145
Firethorn Wealth Partners
Georgia
$1.11M +$788K +27,070 +244%
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$1.09M +$568K +19,500 +109%
MWM
147
Meritas Wealth Management
California
$1.09M -$43.4K -1,490 -4%
HWM
148
Heirloom Wealth Management
Colorado
$1.07M -$52.6K -1,806 -5%
BTI
149
Blue Trust Inc
Georgia
$1.05M +$302K +11,917 +41%
HKIMG
150
Hutchens & Kramer Investment Management Group
Indiana
$1.04M -$97.4K -3,346 -9%