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Dimensional US Small Cap Value ETF

186 hedge funds and large institutions have $871M invested in Dimensional US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
186
Holders Change
+33
Holders Change %
+21.57%
% of All Funds
2.98%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.37%
New
46
Increased
97
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MA
151
Mutual Advisors
Nebraska
$217K 8,698 +8,698 New
FA
152
Fermata Advisors
California
$212K 8,522 -6,644 -44%
APG
153
Abacus Planning Group
South Carolina
$210K 8,435 +8,435 New
AMC
154
Asset Management Corp
Illinois
$204K 8,163 +8,163 New
2L
155
25 LLC
Missouri
$200K 8,433 +8,433 New
QC
156
Quent Capital
New York
$186K 7,454 +1,319 +21%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$140K 5,618
AWM
158
Aspire Wealth Management
Massachusetts
$128K 5,127 +3,886 +313%
WP
159
WealthShield Partners
North Carolina
$120K 4,829 +4,829 New
AA
160
Ancora Advisors
Ohio
$89.9K 3,607 +3,607 New
CMBA
161
C.M. Bidwell & Associates
Hawaii
$69.9K 2,805 +1,193 +74%
SIC
162
SJS Investment Consulting
Ohio
$60.1K 2,410 -256 -10%
GEA
163
Glen Eagle Advisors
New Jersey
$56.1K 2,250 +2,250 New
PTC
164
Private Trust Company
Ohio
$55.5K 2,226
ASN
165
Advisory Services Network
Georgia
$48.7K 1,955 -1,428 -42%
US Bancorp
166
US Bancorp
Minnesota
$47K 1,884
AWM
167
Avior Wealth Management
Nebraska
$40.3K 1,617 +1,617 New
BAM
168
Baldrige Asset Management
Pennsylvania
$36K 1,429 +526 +58%
CCA
169
Column Capital Advisors
Indiana
$27.8K 1,115
AC
170
AlphaCore Capital
California
$25.9K 1,037 +1,037 New
ADL
171
Asset Dedication LLC
California
$25K 1,013 +1,013 New
CSWM
172
Cassady Schiller Wealth Management
Ohio
$24.6K 987 +187 +23%
MFG
173
Mendota Financial Group
Wisconsin
$23.2K 899 -9,205 -91%
GRP
174
Global Retirement Partners
California
$22.7K 961
LFG
175
Larson Financial Group
Missouri
$22.4K 900 +900 New