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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.

New
Increased
Maintained
Reduced
Closed
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 %
MWA
151
Monograph Wealth Advisors
California
$1.36M +$604 +21 +0%
FNBT
152
FineMark National Bank & Trust
Florida
$1.33M +$43.9K +1,526 +3%
IAG
153
Investmark Advisory Group
Connecticut
$1.32M -$20.2K -701 -2%
LCM
154
Liberty Capital Management
Michigan
$1.31M
SSB
155
Sandy Spring Bank
Maryland
$1.3M +$472K +16,407 +57%
PWIA
156
Porter White Investment Advisors
Alabama
$1.29M -$33.2K -1,153 -3%
Jane Street
157
Jane Street
New York
$1.27M -$2.89M -100,369 -70%
SC
158
Schubert & Co
Texas
$1.23M
NWM
159
Northwest Wealth Management
Iowa
$1.21M +$316K +10,967 +35%
GTAM
160
Global Trust Asset Management
Florida
$1.21M -$10.1K -351 -0.8%
OFS
161
OneAscent Financial Services
Alabama
$1.14M +$1.14M +39,672 New
HA
162
HFG Advisors
Ohio
$1.12M +$55.3K +1,922 +5%
MWM
163
Meritas Wealth Management
California
$1.07M +$2.65K +92 +0.2%
MCM
164
MAI Capital Management
Ohio
$1.01M +$229K +7,952 +29%
HWM
165
Heirloom Wealth Management
Colorado
$951K -$64.6K -2,244 -6%
MA
166
Mutual Advisors
Nebraska
$940K +$152K +4,844 +19%
MECA
167
Miller Equity Capital Advisors
Texas
$940K +$471K +16,355 +100%
LCM
168
Lazari Capital Management
California
$924K +$924K +32,088 New
HKIMG
169
Hutchens & Kramer Investment Management Group
Indiana
$899K -$76.6K -2,687 -8%
FCM
170
Fortis Capital Management
Washington
$894K +$3.57K +124 +0.4%
CP
171
Capital Planning
Washington
$894K +$25.1K +873 +3%
QHA
172
Quarry Hill Advisors
Minnesota
$872K -$77.6K -2,695 -8%
WRPWM
173
Werba Rubin Papier Wealth Management
California
$872K +$124K +4,318 +17%
KS
174
Karpas Strategies
Connecticut
$847K +$847K +29,415 New
KSWA
175
Kathleen S. Wright Associates
Pennsylvania
$831K +$72K +2,476 +9%