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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 %
SW
201
Simplicity Wealth
New Jersey
$525K +$489 +17 +0.1%
CMBA
202
C.M. Bidwell & Associates
Hawaii
$518K +$121K +4,192 +30%
Brown Advisory
203
Brown Advisory
Maryland
$513K
CIA
204
Compass Ion Advisors
Pennsylvania
$513K
MGW
205
MB Generational Wealth
Washington
$494K +$189K +6,571 +62%
CPWM
206
Cypress Point Wealth Management
Texas
$491K +$54.7K +1,900 +13%
WP
207
WMS Partners
Maryland
$485K -$1.01K -35 -0.2%
GOCP
208
Great Oak Capital Partners
Massachusetts
$485K +$21.1K +727 +5%
WCWM
209
Willow Creek Wealth Management
California
$470K
SC
210
Shearwater Capital
Colorado
$467K -$835 -29 -0.2%
KAM
211
Kraft Asset Management
Tennessee
$464K -$252K -8,746 -35%
CAM
212
CPA Asset Management
Florida
$458K +$458K +15,911 New
CPA
213
Capital Performance Advisors
California
$458K +$63.7K +2,212 +16%
AI
214
Atria Investments
North Carolina
$457K +$457K +15,866 New
Jones Financial Companies
215
Jones Financial Companies
Missouri
$453K +$127K +4,406 +39%
HA
216
Hanover Advisors
South Carolina
$452K -$89.7K -3,115 -17%
EP
217
Essential Planning
New Hampshire
$446K +$81.7K +2,838 +22%
MWM
218
Mission Wealth Management
California
$438K -$8.17K -284 -2%
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$422K +$80.3K +2,789 +24%
TWA
220
TCI Wealth Advisors
Arizona
$419K -$22.2K -773 -5%
Morgan Stanley
221
Morgan Stanley
New York
$415K -$371K -12,875 -47%
BIG
222
Builder Investment Group
Georgia
$414K +$28.6K +995 +7%
CSPIA
223
Cary Street Partners Investment Advisory
Virginia
$410K +$410K +14,244 New
RWM
224
Ruedi Wealth Management
Illinois
$405K -$29.1K -1,011 -7%
2L
225
25 LLC
Missouri
$394K +$51.3K +1,784 +15%